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Estate Planning & Living Trust

Estate Planning & Living Trusts

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S&S Financial Services is an agent of Imagine Financial Group.

Secure Your Legacy with a Living Trust

Planning for the future means more than just managing investments — it’s about protecting your loved ones and preserving your legacy. One of the most powerful tools in estate planning is a Living Trust. This legal document helps ensure your assets are distributed according to your wishes without the delay, expense, or public exposure of probate court.

What is a Living Trust?

A Living Trust allows an individual (the grantor) to place assets into a trust during their lifetime. While alive, the grantor retains full control and can make changes to the trust as needed. Upon their passing, the trust directs how the assets are distributed — all without the need for probate.

Why It’s Important

  • Creating a Living Trust offers numerous benefits:

  • Avoids probate, saving time and money for your loved ones

  • Maintains privacy around your assets and estate plans

  • Provides clear instructions if you become incapacitated

  • Ensures control and flexibility over how and when your assets are distributed

Key Features at a Glance

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  • We offer comprehensive estate planning support tailored to your needs:

  •  Revocable Living Trust

  • A trust that can be changed or revoked during your lifetime, giving you maximum flexibility.

  • Power of Attorney

  • Appoint someone you trust to make financial or legal decisions on your behalf if you are unable.

  • Healthcare Directive

  • Ensure your medical treatment preferences are known and respected during emergencies.

  • Special Needs Trust

  • Support a loved one with disabilities without affecting their eligibility for essential government benefits.

  • Home Deed Transfer

  • Legally transfer your property title into your trust for protection and streamlined inheritance.

How We Can Help

Let our team at S&S Life and Financial Services help you take the next step toward peace of mind and financial clarity. Whether you're just getting started or updating your plan, we’re ready to guide you.

Ready to Explore Your Options?

Whether you're looking to maximize tax savings, invest in alternative assets,

or gain flexibility for your business, a Solo 401(k) might be right for you.

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Fill out the interest form, and  let us help you get started with a personalized consultation and strategy.

Estate Planning & Living Trust

Investment Interest Form

Please fill out the following form.

How much are you considering investing?
$25,000–$49,999
$50,000–$99,999
$100,000–$249,999
$250,000+

Please note: Investment opportunities begin at $25,000. If you're not yet at that threshold, feel free to reach out when you're ready—we’re happy to stay in touch.

What type of funds will you be using to invest? (check all that apply)
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What type of investor are you?
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**Important Disclosure
I have read and understand the terms above and agree to proceed with the consultation.

By submitting this form, you understand that:

  • Investment opportunities presented are contractual in nature.

  • Once a contract is signed and enforced, your funds will be committed for the full term outlined in the agreement.

  • Contractual terms may include built-in extensions to account for unforeseen circumstances such as weather delays, project timelines, or other reasonable setbacks.

  • Early withdrawal of funds is not permitted except under specific conditions stated in the contrastated in the contract.

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