trust Services

Preserve the dreams you have for both current and future generations.

Reasons for a Trust

The people you want to benefit most are the reasons for a trust – assuring that family members, community and philanthropic organizations receive the benefits from what you worked so hard to attain. Given changing tax and estate related regulations, trusts are the most effective vehicle for the transfer of wealth from one generation to another. Depending upon your situation and family needs, we can serve as corporate trustee, co-trustee,
personal representative or investment agent.

Why Create a Trust?

  • Reduce or eliminate estate, capital gain, or income taxes
  • Transfer assets between generations
  • Avoid probate proceedings
  • Ensure confidentiality

Why Select a Corporate Trustee?

  • Management continuity
  • Expertise in investment, tax, and fiduciary matters
  • Asset management advice
  • The objectivity of a fiduciary advisor
  • Freedom from “family politics”

Key Components of an Estate Plan

A basic understanding of these estate planning components will help us work together in developing appropriate estate planning strategies. The formal documents in your estate plan should be drafted by a capable estate planning attorney. We are committed to coordinating and working with your attorney and any other professional advisors to assist you in accomplishing your estate planning goals.

  • Last Will and Testament
  • Durable Power of Attorney
  • Personal Trust Agreements
  • Letter of Instruction to Family
  • Proper Designation of Beneficiaries
  • Health-care Power of Attorney
  • Living Will
  • List of Emergency Information and Contacts
  • Proper Forms of Ownership