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"I want to thank your agency, and especially you for your professionalism. In the years we have been clients, all of our business has been not only straight forward and expedient, but pleasurable. We get all the information we need in an easy to understand way. Your suggestions are always welcome, and have created better protection for us. My wife and I thank you. "
Ed

 

 

"Obviously I have been pleased with Shepard Insurance Agency since when I needed to get insurance for all of my daughter's needs I chose Shepard over the other closer agencies. Service and attentiveness are key considerations in this type of relationship."
Dick
Los Angeles

 

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  • Avoids probate at death, including multiple probates if you own property in other states.
  • Prevents court control of assets if you are incapacitated.
  • Brings all your assets together under one plan.
  • Provides maximum privacy. Probate is a public process and any interested party can see what you owned and whom you owe.
  • Quicker distribution of assets to beneficiaries.
  • Assets can remain in trust until you want beneficiaries to inherit.
  • Can reduce or eliminate estate taxes.
  • Can be changed or cancelled at any time.
  • Difficult to contest.
  • Prevents court control of minors' inheritances.
  • Can protect dependents with special needs.
Prevents unintentional disinheriting and other problems of joint ownership.