The wonderful thing about trusts is that they can greatly reduce
your tax exposure. And, despite popular belief, they don't need to
be rigid or limit your beneficiary's spending. In fact,
establishing a trust may be one of the smartest ways to ensure you
and your heirs get the best possible benefit from your financial
resources now and for many years to come.
As your trustee, we are personally and legally responsible for
carrying out the terms of your trust exactly as you'd planned. No
biases, just years of experience managing all types of trusts.
Depending on your preferences, we can act as sole trustee,
co-trustee or successor trustee. In any case, we'll take our
responsibility for your legacy as seriously as we do our own.
Examples of how trusts can help you meet your goals:
| If you need
to |
Consider |
| Provide financial protection for
yourself in case of incapacity |
Revocable living trust |
| Provide lifetime financial protection
for your spouse |
Marital trust |
| Balance the financial interests of a
spouse and children when you pass |
Qualified terminable interest
trust |
| Set funds aside for young
children |
Gifts-to-minors trust |
| Establish a lifetime supplement for a
disabled child |
Special needs trust |
| Expand protection from federal estate
tax |
Bypass trust |
| Create a legacy for a charity,
reserving income for you or others |
Charitable remainder trust (unitrust
or annuity trust) |