Copyright © 2017- 2020 Provident Retirement Group, LLC. All rights reserved.
Copyright © 2017- 2020 Provident Retirement Group, LLC. All rights reserved.
Secure Your Tomorrow
Secure Your Tomorrow
Let us review your financial situation. Request your FREE, no-obligation review.
Let us review your financial situation. Request your FREE, no-obligation review.
Call Today 919-363-2121
Call Today 919-363-2121
The content of this site is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
The content of this site is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Estate Planning
Estate Planning
We will help you plan ahead to avoid taking unnecessary risks and financial pitfalls in your retirement and estate plans. We will work with you to methodically accumulate and preserve your wealth with tax favorable distribution.
We will help you plan ahead to avoid taking unnecessary risks and financial pitfalls in your retirement and estate plans. We will work with you to methodically accumulate and preserve your wealth with tax favorable distribution.
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Or click below to Secure Your Tomorrow!
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Probate is the legal process of resolving claims and distributing the estate and assets of the deceased as determined by a valid will. A court decides validity of the will, and interprets the wishes of the deceased. For your family left behind, probate can be very complex, emotionally draining and costly. Provident Retirement Group’s estate planning strategies can assist you in alleviating the probate process. Revocable Trust, also known as revocable living trust or living trust, is designed to avoid the hassle of probate proceedings and permits you to maintain control of the trust while you are still living. A living trust can be used to plan for unforeseen circumstances by passing on guardianship in the event that you become incapacitated or disabled and no longer able to make decisions for yourself. Provident Retirement Group can help you create a customized strategy to protect, preserve and pass on your estate to your heirs. We’ll work with you and legal professionals to help you achieve your goals and develop your estate plan to ensure that your family receives what you intended. We’ll work with you to minimize impact of taxes and maximize the benefits for your family. To learn more about trusts and to decide on a plan that’s best for you, call Provident Retirement Group at 919-363-2121 and schedule an appointment with our associate estate attorney, from Legacy.
Probate is the legal process of resolving claims and distributing the estate and assets of the deceased as determined by a valid will. A court decides validity of the will, and interprets the wishes of the deceased. For your family left behind, probate can be very complex, emotionally draining and costly. Provident Retirement Group’s estate planning strategies can assist you in alleviating the probate process. Revocable Trust, also known as revocable living trust or living trust, is designed to avoid the hassle of probate proceedings and permits you to maintain control of the trust while you are still living. A living trust can be used to plan for unforeseen circumstances by passing on guardianship in the event that you become incapacitated or disabled and no longer able to make decisions for yourself. Provident Retirement Group can help you create a customized strategy to protect, preserve and pass on your estate to your heirs. We’ll work with you and legal professionals to help you achieve your goals and develop your estate plan to ensure that your family receives what you intended. We’ll work with you to minimize impact of taxes and maximize the benefits for your family. To learn more about trusts and to decide on a plan that’s best for you, call Provident Retirement Group at 919-363-2121 and schedule an appointment with our associate estate attorney, from Legacy.
OUR TEAM
Suzanne Pilgrim, Office Administrator Admin@TimelyPrep.com
Melanie Prince, Customer Relations Manager Support@TimelyPrep.com
Diane Helbling, Website & Marketing Manager FrontDesk@TimelyPrep.com
OUR TEAM
Suzanne Pilgrim, Office Administrator Admin@TimelyPrep.com
Melanie Prince, Customer Relations Manager Support@TimelyPrep.com
Diane Helbling, Website & Marketing Manager FrontDesk@TimelyPrep.com
Spencer L. Prince, President and Founder
Spencer L. Prince, President and Founder
Spencer@TimelyPrep.com
(919) 363-2121
Spencer@TimelyPrep.com
(919) 363-2121