| An eNews Update to our Quarterly Newsletter |
May 2003
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The Private Trust Company, NA Imagine that you have worked your entire life building assets for your family and that you have had a terrific relationship with your trusted financial advisory firm. Then, upon your death, a bank takes over your financial affairs. At first thought, that may seem comforting as the bank has perpetuity. But, the people at this big bank, well intentioned as they may be, are not the people with whom you've worked for so many years. Also, the personnel within that bank's trust department change with regularity. They have large caseloads and can't take the time to get to know your family or the needs of its members. That's exactly what happens in many estate plans. Your estate attorney knows this, and he or she sympathizes with your plight. But, until now, there wasn't any way around the problem when a trust company is called for in an estate plan. Now that's changed! Announcing The Private Trust Company, NA. This is a 50 state licensed, private trust company that is wholly owned by Linsco/Private Ledger, our clearing broker/dealer. With the addition of this tremendous planning resource, you and your family can have the comfort of appointing a financially solid trust organization with perpetuity. And, you can also continue to have your investments and financial instruments managed by the very people who have worked with you all these years to build those assets - Fragasso Financial Advisors The cost is reasonable, your flexibility is preserved and, most importantly, there is no break in the communication and understanding of your family's needs. The Private Trust Company can work efficiently with both living and testamentary trusts in all 50 states. To learn more about The Private Trust Company, NA, contact your financial advisor at Fragasso Financial Advisors If you are not currently a client of our Group, call Robert Fragasso at 412-227-3200 or 1-800-900-4492 or email him at robert_fragasso@fragassogroup.com. Estate attorney inquiries are welcomed. You will be remembered by the manner in which you leave your financial and estate affairs as much as by the way in which you accumulated those assets. Make sure that the arrangements are truly what you want and not fashioned in the haste that often accompanies estate planning.
This article is for informational purposes
only and not intended as financial advice. Consult your financial
advisor to determine what is appropriate for your situation. If you have any comments, questions or suggestions concerning this
electronic newsletter, please email us at fgi@fragassogroup.com.
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