· Trust and Estate Management and Investing
All too often, people think that only the super wealthy need trusts. In reality that is not the case. A trust can be a useful estate-planning tool for many people. Trusts are a great vehicle for minimizing estate taxes, avoid probate, protecting minor children or careless spenders, or protecting your assets from lawsuits and creditors. Trusts can be flexible, varied and complex and comes with advantages and disadvantages for each type. Working in conjunction with your estate attorney, we can coordinate setting up a trust that is tailored to your goals and manage the investment assets of these accounts.Our transparent, market-based approach is ideal for fiduciaries and benefiaries. This approach protects all parties involved in trust and other fiduciary accounts and maximizes returns consistent with the appropriate risk level.