Discover the Benefits of Living Trusts

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

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!


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

    Call to get an exact quote for your family.

    Call or text us at (817) 630-5682, or email us at

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

    © 2023 New Generations Financial. All rights reserved.

    Get in Touch

    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

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