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Investments > Wealth Management > Trust Services > Advantages of a Trust

Advantages of a Trust

Trusts are established to manage your assets and to provide for your loved ones. They may take effect during your lifetime or at your death.

A trust allows you to:
  • Manage your investments for your family, both during and after your lifetime 
  • Pass along your assets to the next generation after your lifetime 
  • Reduce your taxes and probate fees 
  • Make charitable bequests 
  • Provide for life events such as financing your children’s education, supporting an elderly relative, or managing your assets if you become disabled.

Investment products and services are not FDIC insured, not insured by any federal government agency, not a deposit or bank obligation, not financial institution guaranteed, subject to investment risk, including potential principal loss.
 
 
 
 
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