Funding OptionsTrust InfoWe offer a variety of pre-payment programs so everyone can choose an affordable trust plan made especially for themselves. We can explain these trust programs along with details about Veterans and Social Security Benefits at our offices or at your home. We also make pre-arrangements at no cost to those who simply want the information on file. There are two kinds of trusts that may be purchased. This is a trust that may be deposited into. At anytime you may ask for this money and the interest it has made. At the end of the year you will receive a 1099 statement on which you must pay taxes on the interest as it is considered income. This trust is most commonly purchased by someone who eventually might need care in excess of their assets. For example, longtime convalescent care for which their assets could be depleted and they need to apply for Title XIX. Once purchased, it can be used for burial purposes only. Forethought Insurance We offer ForethoughtŪ funeral planning funded through the purchase of whole life insurance from Forethought Life Insurance Company, Batesville, IN. It guarantees your family will never have to pay more for selected guaranteed funeral goods and services. For more information, call us at 609-587-0170. |
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