Create an enduring legacy that passes on your values as well as your assets.
Every chapter of your life is important.
Your family's financial future depends on you being prepared. Establishing a living trust provides organization and better control of your assets.
- Plan for changing needs
- Maximize what you leave to heirs or charity
- Minimize taxes
- Life transitions
- Asset management
- Administration if you are no longer able
- Assist your family with estate settlement
- Professional guidance
- Non-financial assets – closely held business, real estate, and oil, gas and mineral interests
What we can do for you:
- Administer and manage the trust’s assets in accordance with the trust documents
- Eliminate the administrative burden for you or whoever is given the trustee responsibility
- Ensure a stable, continuous trust relationship for your beneficiaries
- Give you superior service from an organization known for exceptional value and people-first focus
You want to use your wealth to support the people and causes you care about.
We can help you realize your specific goals and vision by coordinating the right strategy and resources with the highest fiduciary standards of service and proactive counsel