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The use of a trust in the
transferring of wealth from one generation to the next
is occurring more frequently. The taxation of
trust income and litigation are both on the rise.
Pry Advisory Group’s Trust
Advisory Services helps guide the trustee through the
myriad of rules, regulations, and responsibilities.
Allowing the trustee to delegate a portion of their
fiduciary responsibilities helps spread the burden of
managing the accumulated assets of a family member.
For more information
regarding our Trust Advisory services, please click on a
link below:
Trustee Education
Monitoring Service
Beneficiary
Communication
Investment Policy
Statement
Final Accounting and
Trust Recordkeeping
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