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Living Trusts

Under living trust agreements, an individual transfers property to a trust during his or her lifetime for the benefit of themselves, their family or their beneficiaries. The trust can be revocable or irrevocable. This service may also be provided with or without investment services.

  • Living trusts WITH Investment Services: Making this selection provides you with our team of highly qualified personnel to invest and manage your assets to your best advantage. Our annual fee will be ¾ of 1% with a minimum fee of $600 per year.
  • Living trusts WITHOUT Investment Services: With this service, we take possession of and protect your property and buy or sell securities of investment grade at your discretion. Our annual fee will be ½ of 1% with a minimum fee of $600 per year.