it should be about us it should be about trust

#It should be about us it should be about trust full

Most of our clients look to us for objective, unbiased portfolio supervision because they lack the time or specialized knowledge to do all the necessary investment homework themselves. Third, they reserve the right to give us new or different instructions by amending the trust agreement. Second, as just mentioned, they reserve the right to cancel the trust. Usually our trust clients keep control in three ways:įirst, the trust agreement specifies that they can make withdrawals (or additions) at any time.

That's because the person who creates the trust reserves the right to cancel or revoke it.Ĭertainly. Living trusts created for the purpose of personal asset management are also known as revocable trusts. Trusts of this type are often called living trusts to distinguish them from testamentary trusts (those established under the terms of a will). The agreement, drawn up by your attorney, is signed by you (as creator of the trust) and by us (as trustee). And you give us your written instructions in the form of a trust agreement. You deliver the money and/or securities that you wish to place in trust. To put us to work as your trustee, you take two steps. Or, you can have your trust continue beyond your lifetime, serving as a source of continuing income and support for your spouse, a child or others whom you designate.

#It should be about us it should be about trust full

These personalized services could range from making payments of estimated taxes while you're traveling abroad to providing full personal financial management in the event you suffer an incapacitating illness.Īlso, you can name one or more beneficiaries to receive the assets of your trust at your death.

With a trust you can not only draw on our broad investment capabilities but also arrange to have us perform any number of special services, now or in the future. All it takes is a simple letter of instructions, designating us to act as your investment agent. If you prefer, you can put us to work on a less formal basis. But no, you're not required to create a trust. Many of our clients choose trust arrangements because of the unique advantages they offer.