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Trusts

Trusts
A trust is an arrangement that organizes the distribution of wealth and benefits at the time of a person's death.

Is a trust right for you? Here are the facts:

  • A trust can be used to distribute wealth to family, friends, or charitable organizations. A well-organized trust can provide you with confidence that your assets will go to the people or causes that matter to you.
  • Under certain circumstances, a trust can be used to distribute the benefits of life insurance, annuities, or disability policies.
  • One of the most important decisions you will make in structuring your trust is choosing a trustee. This person will be responsible for ensuring that your wealth and benefits are allocated according to your wishes.

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