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Estate
Planning Services
At Bannon, Ohanesian & Lecours,
we can show you how to
maximize your wealth that will ultimately be passed to
your beneficiaries by
minimizing the taxes on your estate. We will also help you analyze the need for appropriate executors,
trustees and guardians for your children.
Click here fore more information
on Estate
Planning Services
Why
a Trust?
A trust is used in estate
planning to manage or dispose of property, either during the grantor's
lifetime or after death. A trust can hold virtually any kind of
property...real or personal...tangible or intangible, and can be as
flexible as it needs to be to meet the estate owner's objectives.
Minimize the Impact of Estate
Taxes -
Under current law, federal estate taxes can claim up to
55% of your assets at your death. The appropriate trust arrangement can
help you minimize your estate tax liability.
Avoid Probate
If you only have a will at your death, your
assets most likely will go through probate, which could result in a costly
process. A properly structured living trust will ensure that your assets
are distributed privately and quickly to your beneficiaries according to
your wishes.
Benefits of a Living Trust
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National
Advisors
Trust Company - (NATC)
affiliated with Bannon,Ohanesian
& Lecours, Inc.
Like most financial advisors, their client accounts
were maintained at brokerage firms and bank trust departments. Clients expressed
growing concerns over increasing mergers and consolidation of banks, brokerage
firms and other financial institutions – resulting in decreased levels of
service and increasing costs. The answer was to create the first advisor owned,
federally-chartered trust company of the 21st Century.
NATC is owned by, and operates on behalf of over 80 financial advisory firms
nationwide, and the principals of Bannon, Ohanesian & Lecours own a minority
interest in the holding company of NATC.
NATC will ensure that client accounts are properly served
with quality trust and custodial services. This includes reporting, record
keeping, executing transactions, safeguarding assets and protecting the
confidentiality of personal financial information.
Click here for more information on
our Trust Services
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