News from SVA Plumb Financial


SVA Trust Company’s Jacobsen Featured in Journey of Aging Resource Guide

By SVA Financial Group | 9/11/2020

SVA Trust Company’s Beth Jacobsen is featured in the Journey of Aging Resource Guide with her article titled “Do I Need a Living Will?”

A living will is a legal document detailing medical directives used to prolong one’s life.  Much like completing estate planning documents, it is recommended that healthcare documents be completed before a crisis happens. Completing a living will provides peace of mind should the unthinkable happen.  It is also recommended that estate planning and healthcare documents be reviewed routinely to confirm wishes, or to amend documents should circumstances change.

Beth is a Trust Officer with SVA Trust Company, LLC. She administers trusts and other fiduciary accounts for high net worth clients and their families. This includes trusts and other individually managed accounts as well as trust services without investment management.  Beth enjoys helping her clients develop the trust options that best meet their needs. Trust planning can be complex and her personalized service allows the client to choose how much involvement they need or want as they plan and orchestrate their legacy planning.


About Journey of Aging

Journey of Aging is a resource guide and senior lifestyle publication updated and printed twice each year offering area information for maturing adults, caregivers, adult children, elder care professionals, and adults with disabilities. The goal is to provide information in an easy-to-use and interesting format. Each issue is packed with ideas from an eclectic group of contributors who provide their perspective and expertise in engaging articles on how to get the most out of life.

About SVA Financial Group

At SVA Financial Group, we believe quality service is the key to maintaining long-term relationships. Our clients enjoy personal access to the investment and trust advisory professionals who oversee their portfolios. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets and wealth planning.

We work closely with our clients to assist them in defining their investment goals and objectives, taking into account not only their goals and obligations, but also their desires to address the needs of future generations.