Revocable Trust
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Revocable Trust

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Planning Ahead

A Revocable Trust is a three-party, legal document designed to ensure property and assets are held in a secure trust for its intended beneficiaries. The beneficiaries may receive the property and assets at any time during the grantor’s life or after death. Just as the name implies, this type of trust can be revoked, modified, or altered after it is established by the grantor. A Revocable Trust is typically set up by the grantor, parent, or legal guardian and possesses business or individual assets. 

Reasons to Consider a Revocable Trust 

  • Provides maximum privacy
  • Assets can remain in trust until you want beneficiaries to inherit
  • Can reduce or eliminate estate taxes
  • More difficult to contest compared to a Will
  • Arrange the supervision of personal assets
  • Avoid delays in the transfer of assets to beneficiaries upon death
  • Avoid court control of assets if incapacitated and avoids probate upon death

Trust Solutions

Revocable Trust Photo

 

Irrevocable Trust Photo

 

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Charitable Trust Photo

Revocable Trust   Irrevocable Trust   Special Needs Trust   Charitable Trust

A Revocable Trust is a three-party, legal document designed to ensure property and assets are held in a secure trust for its intended beneficiaries. The beneficiaries may receive the property and assets at any time during the grantor’s life or after death.
 
An Irrevocable Trust is a permanent, legal document designed to ensure property and assets are held in a secure trust for its intended beneficiaries. Just as the name implies, this type of trust cannot be revoked, modified, or altered once it is established.
 
When setting up a trust, a trusted individual or corporation must be selected to function as the trustee. This family member, friend or corporation will be given complete control of the property and assets contained within the established special needs trust.
 
Giving can help make the world a better place for ourselves, our children and future generations. The importance of charitable trusts are felt by those in need – whether that be during your lifetime or later.

 

 

 

 

 

 

 

 

Get Started / Questions?

To learn more about Wealth Planning and other ways we can assist you, contact the Wealth Management Advisor in your area.   

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Missouri/Illinois
Other Registered States

Gene Todd
800-452-1414
Contact Gene 
Existing Account Support
Michelle Stevson
800-452-1414
Contact Michelle