CLIENT CENTER REP / ADVISOR CENTER

Trust and Estate Planning

AFA

Planning for your future does not stop at retirement. You need a long-term plan to ensure your wishes are carried out as you intended. With a trust in place, you can rest assured all of the important details of your life as it pertains to your assets will be handled in the fashion you see fit. Your trustee will carry out your estate plans by way of:

  • Reviewing current estate plans
  • Defining and implement your estate plans
  • Analyzing income and estate taxes
  • Preparing for business succession
  • Exploring charitable giving
  • Transferring assets to future generations
  • Planning for retirement

Special Needs Trusts

American Financial Advisors has earned the confidence of clients who require Special Needs trusts. That faith has been placed in us because of the thorough plans we develop for these clients. Our reputation for integrity in caring for Special Needs trusts is the result of our diligent methods of business.

We are committed to the fiduciary standard instead of a suitability standard. By doing this we ensure that the investment advice we give will avoid any conflict of interest. We utilize Modern Portfolio Theory that is consistent with the Uniform Prudent Investor Act.

The Investment Policy Statement our central Florida financial advisors prepare helps reduce a Special Needs Trustee’s liability. This service sets AFA apart from other financial advisors in that many of those firms do not even include an Investment Policy Statement for a Special Needs Trust.

Our central Florida financial advisors exert great effort to seek low cost investment options and models while simultaneously educating the Trustee, or Investment Committee in the responsibilities of investment stewardship. American Financial Advisors prepare quarterly reports of each investment and all cash activity for the Special Needs trust. We also perform an annual review with the Trustee that completely examines all investment results of their Special Needs Trust.

For more information on trusts and estates, reach out to one of our helpful advisors today.

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201 South Orange Avenue - Suite 1005
Orlando, FL 32801

Toll Free: 888-679-9779
Office: 407-207-9006
Fax: 407-207-0106