Trust and Estate Planning
AE-Trust offers a comprehensive array of plans to service everything from basic estate planning to sophisticated tax and retirement planning strategies.
Note that concerning estate planning estate planning services, AE&Trust, LC is an affiliate of:
National Association of Financial and Estate Planning
The Nation's Largest Estate Planning Organization
www.nafep.com
All estate, retirement planning and capital gains deferral services are provided in alliance with NAFEP. NAFEP provides the document creation services, research, educational and marketing materials, and the planning assistance. AE-Trust helps coordinate client planning through NAFEP, and then AE-Trust provides the trustee, IRA custodial services and on-going client support.
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Click Here for an excellent tutorial on estate planning, with definitions, explanations, comparison of trusts vs. wills, etc.
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AE-Trust Estate and Retirement Planning Products:
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Premier I Living Trust
Living trusts are the standard in planning for probate avoidance, client control over the transfer of the estate to the heirs, and estate tax exemption for both spouses (if married).
Click Here to download a brochure
Click Here For an application form to order the Premier I Living Trust.
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Premier II-NV Wealth Protection Trust
The most advanced family trust, provides same estate planning as a living trust but incorporates protection of assets from lawsuits and judgments, and financial privacy.
Click Here to download a brochure
Click Here For an application form to order the Premier II-NV Asset Protection Trust.
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For more information or questions, Click Here to send an e-mail. Someone from AE&T will contact you, free of charge.
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