Copyright © 2008 The Simsbury Bank & Trust Company. All Rights Reserved.
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You think long-term, and you want to protect your assets—
and your family—far into the future. What’s the first step?
Estate planning is a crucial part of investing, and the best way to ensure that your wishes for the future are met. If you want to reduce estate taxes, minimize delay, maximize assets, and ensure proper asset distribution, estate planning is an essential process. Making the important decisions now is the strategic way to take care of your friends, your family, and the charities you care about.
The financial advisors at SBT Investment Services, Inc.*can help you with this complex process. We can help you consider the questions that lead to good decisions. We can direct you to the resources, as well as to the legal and accounting professionals, you’ll need to make your plan complete. And we can make the process as streamlined and painless as possible. Call us today to learn more, or to schedule a free consultation with one of our experts. |
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* The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Connecticut, California, Florida, Maine, Maryland, Massachusetts, New Jersey, New York, Pennsylvania, Rhode Island, South Carolina, Vermont, Virginia, Washington.
Securities and Insurance products offered through LPL Financial and its affiliaties.
A Registered Investment Advisor Member, SIPC/FINRA.
| NOT FDIC INSURED. |
NO BANK GUARANTEE. |
MAY LOSE VALUE. |
| NOT A DEPOSIT. |
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. |
Simsbury Bank and SBT Investment Services are not affiliated with LPL Financial.
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