A trust is a personalized fiduciary arrangement through which an appointed trustee manages and distributes your remaining assets after your death. Your trust may be an important element of your estate and wealth transfer plan. You can work with your Vision Financial Group planner to draft a trust that meets your wishes and your beneficiaries’ needs.
Trust Services Include:
In order to meet your estate planning needs, your financial professional will collaborate with your trustee, a third party who has your best interests in mind, to set up your trust with an attorney. When properly drafted by an attorney and administered by the trustee, a trust can help ensure your assets are managed and distributed after your death exactly as you desire.