Trust Services
Our goal is to provide highly personalized services, knowledgeable advice, and professional asset management.
- Trusts
- We can serve your needs for a variety of common trusts acting as trustee, co-trustee, or successor trustee.
- Estate Planning
- We can help you create an estate plan that achieves your personal goals by working with your attorney, accountant and other professionals.
- Family Incentive Trusts
- Our professional team can show you how a Family Incentive Trust can be used to create positive incentives to encourage responsible behavior in future generations.
- Charitable Trusts
- Allow us to help you create a plan that fits your own set of charitable giving needs.
Asset Allocation
This is the process of spreading your money among different types of investments – such as stocks, bonds and cash equivalents – to achieve a specific investment goal.
Beneficiary
This is the person or persons who will receive the income or principal from the trust. This can be the grantor (and the grantor's spouse) during his or her lifetime and the grantor's children (or anyone else the grantor chooses to name) after the grantor's death.
Diversification
Spreading your money among different investments to reduce risk. When you diversify, your savings do not depend on the ups and downs of just one investment.
Dollar cost averaging
This is an investment strategy that takes advantage of regular investing over long periods of time. By investing the same amount of money each time, you buy fewer investment shares when prices are high and more shares when prices are lower. This may reduce your long term costs.
