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Call us: (817) 630-5682
(817) 630-5683 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) 630-5683 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.

    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

    ★★★★★
    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

    ★★★★★
    The level of service they provide is amazing! They answered all my questions and were very nice and easy going as well as informative in providing details of the policy and different options available. I was very satisfied with their services and would recommend them to anyone in a heartbeat.

    Ashley Tumer

    Previous Client

    ★★★★★
    I purchased a life insurance package at New Generations Financial, and it's the best decision I've made this year. The package worked within my budget and gave me some amazing add-ons. It's a good thing to find a company that can prioritize its customers and serves them so effectively.

    Gerald P. Coover

    Previous Client

    ★★★★★
    Sincerely thought mortgage protection was just an unnecessary extra package. The team at New Generations Financial convinced me to get the package as it was suitable for me. I'm glad I did. The team swiftly rescued all my mortgage properties when I became bedridden from an accident.

    Robbin eva

    Previous Client

    ★★★★★
    These people are extremely knowledgeable about all products and they get you the most coverage for the very best price. I highly recommend them.

    Gary L. Walters

    Previous Client

    ★★★★★
    New Generations Financial is the paranoiac's assurance. I remember being so hesitant and indecisive about the best life insurance policy for me. The team patiently allayed my fears, guided me through my details, and helped me purchase a tailor-made life insurance policy. Big kudos to the team.

    Juan C. Boyer

    Previous Client

    ★★★★★
    Mr. Smithey was great to work with! He is very knowledgeable and professional. He provides expert advice to me on coming up with a retirement plan. Highly recommend.

    Jennifer Gareett

    Previous Client

    ★★★★★
    I sincerely thought mortgage protection was just an unnecessary extra package. The team at New Generations Financial convinced me to get the package as it was suitable for me. I'm glad I did. The team swiftly rescued all my mortgage properties when I became bedridden from an accident.

    Scott G. Neace

    Previous Client

    ★★★★★

    Call to get an exact quote for your family.

    Call or text us at (817) 630-5683, or email us at beth.smithey@newgenrationsfinancial.com.

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

    © 2023 New Generations Financial. All rights reserved.

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    Office Location

    New Generations Financial

    3412 Furlong Way, Fort Worth, TX, 76244, US

    Contact Us:

    (817) 630-5682

    alan.smithey@newgenerationsfinancial.com

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