Kiss Trust Announces New Special Needs Trust Features


Kiss Trust’s Special Needs Trust Protects Government Benefits; Now More Affordable Than Ever

 

Bel Air, MD (PRWEB) March 12, 2014

Eastern Point Trust Company, the leader in online Special Needs Trust creation and administration, highlights the trend of its signature product Kiss Trust being used to protect government benefits of disabled children and adults. A Special Needs Kiss Trust allows families to create a trust to provide for supplemental living expenses and needs of their disabled loved one.

“A Third Party Special Needs Trust can greatly improve the quality of life for a person receiving governmental benefits due to a disability,” says Floyd Simeon, Chairman “With our new Kiss Trust features, you no longer have the high cost of retaining an attorney to create a Special Needs Trust.”

As the largest provider of online Third Party Special Need Trusts, Kiss Trust provides the advantage of both expert and experienced trust administration and an affordable service rate.

Simeon finished by saying, “Our newest features allow Kiss Trust to provide the benefit of flat rate $49 set-up fee to create the trust, and with our Basic Plan no ongoing trustee fee.”

Additionally, now clients have expanded access to a wide variety of investment choices, including over 5,000 name brand mutual funds, 1,000+ ETFs along with a FDIC insured Money Market fund.

Kiss Trust is available in all 50 states as a quick, easy and cost effective Special Needs benefits solution. In 2012, 2013 and 2014 Americans created more online Special Needs trusts through Kiss Trust than any other source.

About Kiss Trust

Kiss Trust is a service of Eastern Point Trust Company and is the nation’s exclusive provider of online savings trust document services and trust administration services. Eastern Point Trust Company was founded and is staffed by top talents in law, trusts and technology to make the benefits and protections of trusts accessible and affordable to everyone. Eastern Point Trust Company is not a law firm. Eastern Point Trust Company is a non-depository trust company with multiple regional offices. Eastern Point Trust Company provides fiduciary and trust administration services for clients located in all 50 U.S. states, the U.S. Territories, across North America, South America, the Caribbean, Europe and Asia.

Advertisements

Kiss Trust and Eastern Point Trust Company Announces Merger Acquisition of Presidio Securities, Inc.


Merger Expands Kiss Trust Investment Platform

 

Bel Air, MD (PRWEB) March 11, 2014

Eastern Point Trust Company acquired Presidio Securities, Inc. by merger. Presidio Securities, Inc. has been in a registered Broker Dealer since 1987.

Floyd Simeon, Chairman of Eastern Point Trust Company remarked, “We selected Presidio because of its 27 year clean compliance record and a staff of experienced professionals which allows Eastern Point Trust Company and our Kiss Trust platform to expand our services offerings in new directions while reducing costs.”

Presidio Securities, Inc. will be renamed to Eastern Point Securities, Inc.

About Kiss Trust:

Kiss Trust is a service of Eastern Point Trust Company and is the nation’s exclusive provider of online savings trust document services and trust administration services. Eastern Point Trust Company was founded and is staffed by top talents in law, trusts and technology to make the benefits and protections of trusts accessible and affordable to everyone. Eastern Point Trust Company is not a law firm. Eastern Point Trust Company is a non-depository trust company with multiple regional offices. Eastern Point Trust Company provides fiduciary and trust administration services for clients located in all 50 U.S. states, the U.S. Territories, across North America, South America, the Caribbean, Europe and Asia.

Better Than a Gift Card – Gift Trusts Creates New Holiday Giving Trend


This year, join the trend of giving your loved one the gift of a bright financial future with a Gift Trust.

Bel Air, MD (PRWEB) December 12, 2013

Forget about giving that $50 gift card this holiday. This holiday season’s smartest gift isn’t a game console, gift card or gadget. The holidays are now more about providing practical gifts, such as the gift of financial resources through a Holiday Gift Trust.

Inexpensive Gift Trust Solutions

Parents and Grandparents, coast to coast, are taking advantage of the quick, easy and low cost online saving trust platforms like Kiss Trust to the create Gift Trusts.

Kiss Trust’s Gift Trust is a turnkey irrevocable savings trust platform. For less than the cost of a video game, you can instantly find peace of mind knowing your child will have a financial resource for future life events such as college and first time home purchase.

Design Flexibility

A Gift Trust has the benefit of being able to be custom designed by you to meet your unique wishes regarding when and how the money can be used by the Beneficiary.

Create a Family Giving Network

Once your Gift Trust is created other family members can easily contribute to it using Kiss Trust’s Friends and Family feature from anywhere, at any time, for any reason.

The Gift That Will Be Remembered

Floyd Simeon, Chairman of Eastern Point Trust Company remarked “Kiss Trust is undoubtedly the best holiday gift you can give your child or grandchild – it is a thoughtful gift that will be remembered and appreciated long after this year’s fad has been forgotten.

A Gift Trust through Kiss Trust provides:

  •     A one-time startup cost of only $49,
  •     An initial minimum gift of only $25,
  •     Access to over 5,000 investment options, and
  •     The experience of being the largest provider of children’s savings trusts in the country.

Being completely customizable, Kiss Trust allows every Gift Trust created to be designed to the specific needs and desires of the parents creating the trust, and may even be modified throughout the life of the trust.

This year join the hundreds of families who are giving the gift of a financial resource, not just the next generation of gaming consoles. Learn more or start for free at http://www.kisstrust.com.

About Kiss Trust

Kiss Trust is a service of Eastern Point Trust Company and is the nation’s exclusive provider of online savings trust document services and trust administration services. Eastern Point Trust Company was founded and is staffed by top talents in law, trusts and technology to make the benefits and protections of trusts accessible and affordable to everyone. Eastern Point Trust Company is not a law firm. Eastern Point Trust Company is a non-depository trust company with multiple regional offices. Eastern Point Trust Company provides fiduciary and trust administration services for clients located in all 50 U.S. states, the U.S. Territories, across North America, the Caribbean, Europe and Asia.

Employers Using New Kiss Trust Tool to Reduce the High Cost of Maternity / Paternity Related Employee Turnover


New Maternity / Paternity Employee Benefit Program Reduces Employee Turnover

Bel Air, MD (PRWEB) November 07, 2013

Eastern Point Trust Company, the leader in online trust creation, highlights the trend of its signature product Kiss Trust being used by companies as an employee benefit to help reduce the high incidence of Maternity / Paternity related employee turnover and its associated costs.

“Maternity / Paternity benefits can be a win-win for employers, employees and their families,” Floyd Simeon, Chairman of Eastern Point Trust Company, said. “HR Professionals know that it can cost companies both time and money to recruit and train a skilled professional employee. Encouraging mothers and fathers to return to work after the birth of or adoption of a child benefits the family and simply makes good business sense.”

“Engagement and recognition pays back,” says Simeon, “Employees who receive expanded Maternity / Paternity benefits are more likely to return to their jobs – this rewards the employer with a lower turnover, enhanced loyalty and seasoned staff.”

Employers are adopting Kiss Trust, an employee self-service online irrevocable savings trust, to incentivize employees with a new born child or adopted child to remain with the company.

Companies can simply direct the new employee parent to http://www.KissTrust.com where the employee can self-service to create a customized Kiss Trust to their own individualized specifications. The company then makes a contribution into the trust, typically $1,000 to $5,000, and has the option to make matching contributions tied to the employee’s contributions into the Kiss Trust.

Employer contributions may also be tied to a vesting schedule so that if the employee departs prior to becoming fully vested the gift is forfeited back to the company.

Simeon finished by saying, “Kiss Trust also provides the benefit of no upfront design costs or ongoing administration cost to the employer. Additionally, there are no payroll slots required, and if needed, the employee’s contributions can be tracked by Kiss Trust’s integrated system for matching purposes.”

Employees have access to a wide variety of investment choices, including over 5,000 mutual funds, 1,000+ ETFs and FDIC insured Money Market funds.

Kiss Trust is available in all 50 states as a quick, easy and cost effective Maternity / Paternity benefits solution. In 2012 and 2013, Americans created more online savings trusts through Kiss Trust than any other source.

About Kiss Trust

Kiss Trust is the nation’s exclusive provider of integrated online savings trust document services and trust administration services. The service was founded and staffed by top talents in law, trusts and technology to make the benefits and protections of trusts accessible and affordable to everyone. Kiss Trust is not a law firm. Kiss Trust is a service of Eastern Point Trust Company, a multistate trust company.

 

Kiss Trust Introduces New Product as an Innovative Solution to Divorce Planning


Bel Air, MD (PRWEB) May 14, 2013

Kiss Trust, a division of Eastern Point Trust Company, offers a solution to divorcing families with children. Kiss Trust provides an affordable savings trust product that prevents unauthorized access to college savings by either parent – while insuring the funds are available when needed.

“It is a common story, the assets set aside for a child into a custodial account as part of a divorce agreement are misused by one of the parents, or one parent does not trust the other to use the money properly ” said Ned Armand, President of Kiss Trust. “Historically utilizing a trust along with an institutional trustee, while the ideal solution, was too costly for most families. Now, Kiss Trust prevents unauthorized access by either parent. In addition, because Kiss Trust is an irrevocable savings trust it provides other added benefits such as improved student financial aid results, and can be created online by anyone in as little as 20 minutes.”

Armand observed, “Each trust includes ongoing professional trustee services which ensure that one parent cannot access funds set aside for a child. The annual trustee service fee is waived for qualifying clients, removing cost as a barrier. We are changing the way everyone views trusts, by making affordable services easily available to everyone.”

A Kiss Trust can be created for as little as a $99 one time setup fee and there is no minimum initial gift amount. Users also have access to over 5,000 name brand mutual funds – including load-waived funds, no-load funds and tax-free funds.

For more information on using a Kiss Trust, the fees and Kiss Trust reviews, visit http://www.kisstrust.com.

About Kiss Trust Kiss Trust is a division of Eastern Point Trust Company and is the nation’s exclusive provider of online savings trust document services and trust administration services. The company was founded and is staffed by top talents in law, trusts and technology to make the benefits and protections of trusts accessible and affordable to everyone. Eastern Point Trust Company is not a law firm. Eastern Point Trust Company is a non-depository trust company with multiple regional offices. Eastern Point Trust Company provides fiduciary and trust administration services for trusts sitused in all 50 states.

Tags: Divorce, Divorcing Families With Children

%d bloggers like this: