Sometimes the best option is to transfer your wealth outright to beneficiaries and sometimes 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 plan in place for minimizing any effect estate or income taxes might have 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 at death. This will include controlling how your assets are left to your beneficiaries, which may include your dependents and charities.
We can act as your Trustee, Successor Trustee or Investment Advisor to your Trustee. Through these different roles, we can administer the trust on your behalf or step in and administer the trust assets when you are not able or at your death. Or, we can simply manage the investment of your trust assets. You will have peace of mind knowing that your family will have professional assistance during this emotional time in their lives. Your Trustee will not only be responsible for the day-to-day administration of your trust, but will also take care of distributions, accounting and tax reporting.
There are many benefits to having Springs Valley Financial Advisory Group serve as your Trustee which include:
The services of a corporate trustee are generally worth the expense. Misplaced assets, family issues, money management, record keeping, and peace of mind all have a cost.
Trust and Investment products are not deposits
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