How CI Roosevelt Private Wealth Can Help
In many cases, trusts are funded with property, investments, or cash. The assets in the trust often need to be managed—whether you want the assets to grow, provide income, or simply to be preserved over time. Whatever your goals are, there should be a strategy put in place to address them. Roosevelt can develop this strategy and manage the assets for you.
Trusts can also be structured in many ways, depending on your individual circumstances and your goals for the assets. Our Wealth Advisors and CERTIFIED FINANCIAL PLANNER™ professionals can help you navigate this aspect of your estate plan.
What is the
Wills and Trusts?
A will is a good foundation for an estate plan, and offers a clear, legal method for expressing your wishes after death.
Trusts go a few steps further, enabling you more control over how and when your assets are distributed.
4 Reasons for Considering a Trust:
These are just a few reasons to consider opening a trust, and there are also several types of trusts to consider—revocable trusts, charitable remainder trusts, irrevocable trusts, and so on. Each type of trust has different rules, regulations, and guidelines for how they can be used and structured.