Trusts and Estate Services

Optimizing Wealth – Charitable Lead Trusts, Charitable Remainder Trusts, Generation Skipping Trusts, Creditor Protection Trusts, Private Foundations, Family Foundations, Grantor Retained Annuity Trusts.

Wealth Protection – Long-term care insurance, Disability Protection, Custodial Accounts, Charitable Foundations and Irrevocable Life Insurance Trusts.

Wealth Transfer – Fully funded Revocable Living Trusts, Private Foundations, Family Limited Partnerships, Creditor Protection Trusts, Grantor-Retained Annuity and Unitrusts, Intentionally Defective Grantor Trusts.

Business Solutions – Family Limited Partnerships, Dynasty Trusts, Revocable Living Trusts, Charitable Lead Trusts, Grantor Retained Annuity, Recapitalization, Discounting, ESOPs.

Trusts Asset Protection – Personal Trust Accounts, Estates, Custody Accounts, Support Accounts for Individual Trustees and Executors, and Client Relationships.

Trust Administration – Accounting, Custody, Income Distribution, Recordkeeping, Tax Services, Trust Terminations, Bookkeeping, Dividend Reporting, Monthly Statements, Reinvestment of Interest Tax Services

Neither Heycoach LLc, Inc. nor its employees provide tax, legal or accounting advice.

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    Rolling funds from an employer's plan to an IRA enables you to maintain control regardless of your employment situation.

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