Trust & Estate Services
Trust and Estate Planning is primarily about controlling your assets in the present, while providing a plan for how your assets will be managed in the future, according to your wishes. Each situation requires a carefully tailored plan. During the planning process, where appropriate and with your approval, our trust administrators and portfolio managers will consult with your attorney or accountant to assure that everything we do is consistent with your overall financial and estate plan.
The use of a trust assists in your wealth planning. It is an effective tool for asset management during your lifetime and then for the benefit of your family after your death. A trust can also provide significant tax advantages in the distribution of your wealth.
Make sure the plans you intend for your assets are carried out for the benefit of your beneficiaries. Speak with a Wayne Hummer Wealth Management trust administrator today for more information and the types of trusts that may benefit you.
