Your financial future, and your family's, depend on you being prepared. Establishing a living trust provides organization and better control of your assets. It's convenient for the present, and smart for the future.
A living trust allows you to consolidate assets in one secure, convenient place. Your assets and investments are managed according to your goals, and the process of transferring them to family after your death is greatly simplified. Assets can include real estate, investments, a business or other holdings, and the benefactor is free to change the terms of the trust at any time...
As trustee, Extraco can:
- Collect and distribute income
- Pay bills
- Hold securities, such as stocks and bonds
- Provide accounting, such as reporting receipts and disbursements
- Provide and submit tax data and other compliance documents, even submit tax returns and pay taxes
Living trusts help protect your assets, provide shelter from estate taxes, and keep financial affairs private to avoid public probate proceedings. Trusts may also reduce estate settlement costs, and assets left to family members in trust may be protected from lawsuits, creditors, and divorce.
For more information on living trusts, contact your Extraco Relationship Manager today!
No matter what your net worth, it's important to have an estate plan in place. Estate planning not only helps reinforce financial security during your lifetime, but also helps preserve wealth and maximize security for your heirs.
At Extraco, we work to understand your financial goals and family situation. We're experienced in dealing with both the personal and financial aspects of estate planning, and we can help you navigate the many options available.
We'll also work closely with your tax and legal professionals to provide a complete picture of your situation. In team partnership, we can implement a plan to meet your family's financial goals for generations.
To learn more about estate planning, contact your Extraco Relationship Manager today!
Your needs are important to us when developing an investment portfolio, and we customize to match your goals. Whether you're focused on building an equity portfolio aimed at a long-term objective or establishing a ladder of fixed income investments to meet current needs, Extraco Trust professionals can help you achieve your dreams.
Gathering information about your risk tolerance and needs, we'll determine the right balance of risk and return and the mixture of asset classes to meet your objectives. We'll manage your plan by using individually managed portfolios, common trust funds, mutual funds, and other products. Through careful monitoring and communication with you, we'll ensure your portfolio is always matched to your current situation.
We also provide:
- Simplified financial reporting, compliance and tax reporting
- Distributions, record-keeping and tax payment
- An understandable, "at-a-glance" view of your portfolio
- Convenient access to your investment information
To learn more about Investment Management, contact your Extraco Relationship Manager today!