Investment Education Center
Balanced Investment Management
9000 Keystone Crossing, Suite 630
Indianapolis, IN 46240
317-
317-
“Free Report -
By Troy C. Patton CPA/ABV
You’ve worked all your life. You’ve created, saved and accumulated assets for yourself and your loved ones. Your plan is for them to be taken care of and pass these assets to them.
Unfortunately you didn’t plan for Probate, Estate Taxes and Attorney’s Fees as they can literally DRAIN your assets directly away from the people you intended on receiving them. Don’t let this happen.
Request my free report on the 10 Deadly Mistakes Made in Setting Up a Trust or Will and Easy Ways to Avoid Them.
I’ll send it to you immediately and describe how, with a few minutes of planning and strategy, you can AVOID these mistakes and provide for your loved ones, the way YOU wanted to, after you are gone.
Troy Patton, CPA/ABV
