TRUST SERVICES

Trust Administration

Springs Valley Financial Advisory Group can help you find the best option to transfer your wealth. Sometimes the best option is to transfer your assets outright to beneficiaries and other times it is best to have parameters and time periods put in place to direct the transfer to beneficiaries. A trust can help you plan for when you are no longer able to manage your own assets and put a strategy in place for minimizing taxes on your estate.

Springs Valley Financial Advisory Group professionals will work with your attorney, accountant, and other advisors to create a trust that will carry out your wishes during life and beyond. This will include controlling how your assets are left to your beneficiaries, which may include your dependents and charities.

Springs Valley Financial Advisory Group can serve as:

• Corporate Trustee
• Successor Trustee
• Investment Advisor to an Individual Trustee

Trust and Investment products are not deposits

• not insured by the FDIC;
• not a deposit or other obligation of, or guaranteed by, the depository institution;
• not insured by any Federal Government Agency;
• may lose value - subject to investment risks, including possible loss of the principal amount invested.