Trust Services: Part of a Holistic Approach to Wealth and Trust Management.
A trust, as part of an integrated wealth strategy, is an exceptionally creative, progressive and private financial tool. It helps you live life to its fullest now by providing for the people and causes you care most about, during and beyond your lifetime. Here are a few key things to keep in mind as you consider establishing your trust.
#1:
There Are Many Types of Trusts
There are countless trust options to consider, fulfilling a variety of needs and effective multi-generational wealth transfer. You owe it to yourself to get the best-possible advice on trusts from a seasoned expert who can help you manage the process and advise on the types of trusts that are best for you and your financial situation.
#2:
Selecting Your Trustee is a Critical Decision
It’s one of the most important decisions you’ll make when establishing a trust. Faced with administrative complexities, tax rules, and emotional family dynamics, your trustee should try to make decisions as you would. You should be sure your trustee understands the responsibilities, nuances, and liabilities of trust administration.
#3:
Creating a Trust is a Moment of Fulfillment and Optimism
It’s the best way to ensure you can live life to its fullest, and that your legacy is managed the way you envision. We can help you attain the peace of mind that comes from knowing those you care about will be supported as you intend.
Would you like to learn more about our trust services?
As the oldest independent trust company based in the Pacific Northwest, we bring decades of experience to trust administration and management. We would welcome the opportunity to discuss how we can help manage your existing trust or strategize about how a trust can enhance a comprehensive wealth and estate plan.
Why Now is a Good Time to Explore Trusts
Both tax rates and interest rates could be significantly less favorable in the coming decade, especially for high-net-worth households. Learn why this makes the benefits of a trust even more valuable.
