We all need information that is quick and to the point, while still providing the leading information.
On our Trust Resources page, you will find a variety of different media from articles to webinars that provide in-depth insight into our services as well as industry trends.
Send us an email if there is a quick question you wanted to be added to Frequently Asked Questions.
Trusts are separate legal entities, like a partnership or company. They were created by you, friend, parent or even a grandparent. It holds assets for the benefit of you or others. The trust spells out how the assets are managed and how the money should be distributed.
Stocks, bonds, mutual funds, cash, partnerships, real estate, private company stock, life insurance, art, collectibles are some examples.
Whew! That is a long list. Some reasons are manage your estate tax exposure, make a tax-advantaged charitable gift, protect assets from a creditor or ex-spouse, allow for your assets to be managed and distributed the way you want when you pass away and so much more
No. Never. We created this trust company for advisors to use for their clients.
Most of them. We are custodian neutral.
As a courtesy to future clients, we review trust documents free of charge. Our trustee fee begins when acting as the trustee.
Very. We have separate pricing for Directed and Delegated Trusts. We also charge separately for holding partnership interests.
Pretty darn easy. We do all the work for you.
