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Settling an estate can be challenging, time consuming, and stressful. Often, families are unprepared to deal with the complexities and tasks involved in settling an estate. At Advocacy Trust, we can provide you peace of mind by guiding you through the plan preparation that meets your legacy goals, assists with minimizing taxes, and addresses legal concerns. Our estate and legacy planning services are designed to help fulfill your wishes while offering your beneficiaries the support and guidance they need during a difficult time of their lives.

 

Besides providing trust administration support, our services also include:

 

  1. Offering tax-efficient solutions;
  2. Collecting, valuing, and distributing assets;
  3. Providing court administration services; and
  4. Preparing estate, inheritance, and income tax returns.

Trust Planning

Money Management

Government Benefits

Annuity Planning

Forge Consulting is a national insurance agency. We analyze but do not provide investment, legal or tax advice. Advocacy Wealth, a Registered Investment Adviser, offers financial planning. Advocacy Trust offers fiduciary services. Forge is the parent company of both Advocacy subsidiaries.

Securities and Insurance Products are NOT insured by the FDIC, nor by any other Federal or State Government Agency, are NOT a Deposit of and are NOT Guaranteed by a Bank or any Bank Affiliate, and MAY lose value.

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