As life events occur, the need to concentrate all available time and energy on matters other than finance and cash management can arise.
In retirement, placing management of all assets and day-to-day expenses in Santa Fe Trust's care allows time to be spent as one chooses, without the need for concern with what has historically been life's focus.
For others, the need is for treatment of long term or end-of-life care. We can help by following the directions of a trust document. As life becomes more physically, mentally or emotionally difficult, we can help diminish the need for financial decisions to be made, allowing your advancing years to be spent with dignity and fiduciary protection. Contact Us to determine how we can help you.