Why use trust services?
People are often surprised at all the needs that can be served with trust services. Trust services can be used to:
- Ease the emotional and economic stress of estate planning and administration.
- Minimize the impact of taxes in high net worth situations.
- Save time in managing your investments.
- Manage the financial impact of life-changing events such as a new job, retirement, marriage, divorce, a developmentally disabled child, elderly parent, or the death of a spouse.
- Assistance in managing the financial affairs of someone no longer able to manage on their own.