WHY YOU SHOULD HAVE AN ESTATE PLAN?
How Planning Now Can Help You and Your Family Down the Road. Don't fall prey to high Attorney fees for Estate planning!
Click here or the picture above to be directed to our Virtual
Brochure & Video page!
How Planning Now Can Help You and Your Family Down the Road. Don't fall prey to high Attorney fees for Estate planning!
Click here or the picture above to be directed to our Virtual
Brochure & Video page!
Gary A. Loftsgard, CFP© founded Integrated Trust Systems (ITS) in 1985 with a specific purpose of providing American families with a more efficient and cost-effective way to meet their estate planning objectives. The pursuit of that goal led to the development of a revolutionary estate-planning system that made high quality estate planning products/services available to end-user clients through an inclusive financial and legal advisory network
Fred O’Brien and Financial Concepts work directly with Integrated Trust Systems.
This allows us to provide Estate Planning at a Fraction of the cost of an Individual Attorney and in addition, giving a more complete and total Estate Protection Plan. Including but not limited to: Special Needs Trusts, Spendthrift Trusts and the Important IRA Beneficiary Trust.
The IRA Beneficiary Trust encompasses; IRA’s, 401(k)’s, 403(b)’s, etc. Protecting from immediate taxation and protection. In addition it allows us to take a Holistic approach including the Legal, Tax, and Financial Aspects of a clients plan. This Approach Provides Total Protection of all Assets, Finances & Accounts.
This allows us to provide Estate Planning at a Fraction of the cost of an Individual Attorney and in addition, giving a more complete and total Estate Protection Plan. Including but not limited to: Special Needs Trusts, Spendthrift Trusts and the Important IRA Beneficiary Trust.
The IRA Beneficiary Trust encompasses; IRA’s, 401(k)’s, 403(b)’s, etc. Protecting from immediate taxation and protection. In addition it allows us to take a Holistic approach including the Legal, Tax, and Financial Aspects of a clients plan. This Approach Provides Total Protection of all Assets, Finances & Accounts.
- FREE & UNLIMITED Changes to Your Document Sets
- Online Access to Your Client Note Pad Messaging Center
- Emergency Physician Access (24/7) to Your Health Care Documents
- Online Access to a Personal PostScript & Medical Alert Page
- Online Access to Your Personal "E-Vault Document Upload & Repository"
- Online Access to Your Client Data Questionnaire (CDQ)
- Online Access to Your Personal "Trust Funding Kit"
- Online Trustee "Quick-Access" to Your Trust Documents
- Discounted Estate Settlement Services
If you have a 401(k), IRA, or 403(b) It is VERY Important to have an IRA Beneficiary Trust! Also it is imperative that it is Funded correctly! Call us today!