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Trust Services
Living Trust
Revocable or changeable trust. Assets are consolidated on one statement with money management.
Life Insurance Trust
An irrevocable trust designed to avoid having the death benefit proceeds of a life Insurance policy included in an individual's estate.
Gifting Trust
Used to pass assets to children, grandchildren or other beneficiaries under the $10,000 annual gifting limit.
Credit Shelter
Bypass
Allows spouses to take full advantage of the unified credit equivalent (the amount of assets that can transfer free of estate taxes).
CRT
(Charitable Remainder Trust) Allows you to give assets to a charity and qualify for an immediate tax deduction while also providing an income stream.