Revocable Trusts

Planning for the future isn't just about money - it's about protecting your family, you home, and the legacy you've worked hard to build. A revocable trust allows you to stay in full control of your assets today while making sure everything transfers smoothly and privately to your loved ones tomorrow.

A Family-Focused Approach

At Elite Financial Group, we believe financial planning should feel personal - not transactional. We take time to understand your household, your goals and the people you care about the most. Every recommendation we make is designed to make life easier for your loved ones and remove burdens during difficult times.

Our goal isn't just paperwork. It's peace of mind for the people who matter to you.

What a Revocable Trust Does for You

• Avoids probate - Assets pass directly to your beneficiaries

• Keeps your plans private - No public court records

• Protects your family from delays - Faster access to inherited assets

• Maintains your control - You can change or cancel it anytime

• Plans for incapacity - A trusted person can step in if you cannot manage finances

Why Families Choose This Strategy

Many families don't realize that even a simple estate can be tied up in court for months. A revocable trust helps ensure your loved ones can focus on healing - not paperwork, legal fees, and waiting.

This service is especially helpful if you:

• Own a home

• Have children

• Want to simplify inheritance

• Want privacy

• Want a plan in place if illness or injury occurs

Speak with a Trust Planning Specialist

We walk you step-by-step through the process in a clear, easy-to-understand way. We answer your questions, simplify the decisions, and help you create a plan that reflects your wishes and protects your family's future.

For questions or to start your trust plan, contact Vanessa Jean Baptiste. She will walk you through your options and help you determine if a revocable trust is right for you.

Chief Financial Officer

Vanessa Jean Baptiste