Trust and Estate

The Power of Trusts

Our clients have worked many years to accumulate their lifes' wealth. It comes as no surprise that many of them want to protect their assets for themselves as well as for the benefit of their heirs and charitable interests. We are prepared to help.

Trusts can play an important role in addressing the financial and personal goals that are so important to you. Listed here are a few advantages that trusts offer you and your family:

• Helping you maintain control over your assets while you remain active should you become incapacitated or after you are gone.
• Protecting the value of your financial legacy by providing tax savings and professional investment management.
• Allowing your heirs to avoid the delay and expense associated with settling your estate through probate.
• Providing the ability for you to leave instructions for management and for future distributions that protect your heirs.

We offer a comprehensive array of trust services, customized to meet your individual requirements.

Key Trust Facts

A trust is a legal entity that holds assets, such as securities or mutual finds, for the benefit of a person, family or an organization you select. When establishing a trust, you may designate one or more trustees. A trustee can be an individual, often including yourself, or a bank with a trust charter.

Trustees Responsibilities

Managing and protecting the trust's assets and seeing they are diversified appropriately. Assuring your wishes are followed and all of your beneficiaries are treated fairly. Ensuring accurate records and accounting for all transactions.

Tax Reporting

Proper planning will prompt the designation of a successor trustee- one who assumes the responsibilities for an individual trustee who becomes disabled or dies. Unlike a relative, friend, or business associate, a professional trustee fields a team of experts that operates your trust with care and objectivity, for as long as you desire.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Tax and legal services are not offered by Jax Wealth Advisors or LPL Financial. Please consult your legal advisor regarding your specific situation.