We understand the importance of trust guidance and leadership. We take great pride in our years of expertise serving clients in this important area of wealth management.
A trust agreement is a document that spells out the rules that you want followed for property held in trust for you and your beneficiaries. We focus on reducing your estate tax liability, protecting estate property, reducing estate taxes, providing for minors or other family members, providing liquid assets to help pay estate taxes and ways to avoid probate. When you create a trust you become the Grantor or Donor. You then appoint us to manage your trust as your Trustee. You will also choose the Beneficiaries who will ultimately benefit from the trust.
Trust administration, professional investment management, bill paying, re-registration of assets, safekeeping of assets, periodic statements, voting of proxies, collection of income, distributions to Grantor or Beneficiaries, gifting program, insurance services, Crummey Notices, tax preparation, payment of estimated taxes, ACH / Wire Services, work with Medicaid and Social Services.
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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