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Sat: 9AM - 6PM, Sun: 12PM - 5PM
Call us: 210-917-9655
(817) 630-5682 or
beth.smithey@newgenerationsfinancial.com

Discover the Benefits of Living Trusts

Protect your assets and ensure a smooth transfer of wealth with a living trust.

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Why Choose a Living Trust?

  • Eliminates probate court, keeping your estate private.
  • Minimize Estate taxes and eliminates costly attorney fees.
  • Trusts provide more control over your assets.
  • Trusts can protect your loved ones including family members with disabilities.
  • Shelter’s your assets while you are living.
  • Protects you in the event you become incapacitated.

How It Works?

  • Set up a free consultation with our in-house Estate Planner.
  • Gather asset paperwork and needed beneficiary information.
  • Select a trusted person to be your Power of Attorney.
  • Select your rules and choose a Trustee.
  • Review prepared legal documents for accuracy.
  • Put the finalized package in a safe place.
  • Assets transferred to heirs upon your death.

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    Take the First Step Towards Securing Your Legacy with Our Free Booklet on Living Trusts

    Are you ready to protect your assets and ensure a smooth transfer of wealth to your loved ones? Start by requesting our free booklet, “Living Trusts Unveiled.”

    Inside this informative resource, our experienced estate planning team provides valuable insights into the benefits of living trusts. You’ll find answers to your questions and personalized recommendations based on your unique circumstances.

    During your free consultation, our experts will guide you through the process and help you make informed decisions about securing your legacy. Don’t wait to enjoy the advantages of a living trust – schedule your consultation today!

    (817) 630-5682 or
    beth.smithey@newgenerationsfinancial.com

    YOU CAN REACH OUT TO US ANYTIME

    Don’t forget to request your FREE Booklet on how Living Trusts can benefit you and your family.

    New Generation Financial helped me with life insurance, and I couldn't be more satisied. Their advisors were professional and knowledgeable, making the process straightforward and stress-free. Great Service!

    Vance Dexter

    Previous Client

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    New Generations Financial helped me with life insurance, and I couldn't be more satisfied. Their advisors were professional and knowledgeable, making the process straightforward and stress-free. Great service!

    Noel Alfonso

    Previous Client

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    I contacted New Generations Financial for retirement planning, and their team was incredibly helpful. They offered comprehensive advice and a personalized plan that was suitable for me.

    Duncan Herman

    Previous Client

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    New Generations Financial's home equity protection service is fantastic. They provided clear guidance and tailored solutions to fit my needs. I feel much more secure about my financial future now. Thank you!

    Hilda Agbor

    Previous Client

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    Ms. Beth is the bestessss and her assistant Tish is awesome as well they both go above and beyond to make sure you understand the services morthage insurance they offer I highly recommend New Generations Financial.

    Esther Ortiz

    Previous Client

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    Awesome dinner and presentation Alan and Beth Smithey, owners of New Generations Financial. I left an old 401k behind with my previous employer without realizing the financial consequences. Your presentation about security for retirement made a lot of sense. Thank you for the time (several times) you spent with me helping me to understand all of it. The transferring of funds out of my old 401k was so EASY. I am glad I left Fidelity and moved to your retirement carrier.

    Adam J. Florez

    Previous Client

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    I want to thank you for showing me how much money I will have when I retire in a couple of years.Β  I have lost money in the past thinking I would recover it all back before I turned 65.Β  That never happened.Β  I am pleased with my decision to move my money out of Ameriprise and Fisher Investments. The bonus money I received was an extra plus. I look forward to working with you and your company.

    Dale Livingston

    Previous Client

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    It was a pleasure doing business with you and New Generations Financial. You took my current 410k with my employer and put me at ease.Β  My money is definitely safe now.Β  Thank you for showing me the aggressive growth I will have without being at risk of losing any more money.Β  I am confident I will have more than enough to retire on and leaver to my family since your product gave me security and growth I needed.Β  You are professional, patient and knowledgeable with easy to understand explanations.Β  Thank you for all the policies you have written on myself and my family in the past and thank you for saving me from financial destitute.

    Keith Q.

    Previous Client

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    The equity protection package is one of the best ways to secure your properties from unforeseen circumstances. It's more effective when you work with an excellent insurance team like New Generation Financial. The team helped me protect the right policies.

    Anne Lederer

    Previous Client

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    Such a pleasure to have my family trust prepared by friendly, honest, and knowledgeable people!! Beth was so good to explain it all to me as she worked with me. The price was more than fair as well. I am definitely advising family and friends to contact her for their needs.

    Brenda Gourd

    Previous Client

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    Call to get an exact quote for your family.

    Call or text us at (817) 630-5682, or email us at beth.smithey@newgenrationsfinancial.com.

    Thanks, Alan Smithey & Beth Smithey Owners of New Generations Financial

    Β© 2023 New Generations Financial. All rights reserved.

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    Get in touch with our support team today, so we can book your appointment. We are always available to help.

    Office Location

    New Generations Financial

    9110 N. Loop 1604 W., Suite 104 #2260, San Antonio, TX, 78249, US

    Contact Us:

    210-917-9655 (Alan)
    210-210-6436 (Beth)

    alan.smithey@newgenerationsfinancial.com
    beth.smithey@newgenerationsfinancial.com

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