In-Trust Accounts


In-Trust Accounts

In trust accounts are a strategy we can implement, which allows the account holder to make investment decisions on behalf of a minor beneficiary. These accounts are a common tool used by parents, grandparents and other adults to set aside funds for minor children.  We will complete a full planning process with you to ensure that we get the correct investment vehicle set up for the recipients of your funds.

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Simard & Associates Services

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