What Are Some Benefits of Establishing a Personal Trust?

A personal trust can provide a range of benefits which may include:

1. Reducing estate taxes and providing liquid assets to help pay for them

2. Providing for minor children or family members who are unable to handle financial matters wisely

3. Providing for the charities that you care about

4. Providing for a child’s or grandchild’s education or an elderly relative

5. Using a corporate trustee that provides professional management of personal assets like investments and real estate, should you become unable to handle them and after you are gone

6. Keeping your wishes of how you want your assets distributed wisely over time since wealth quickly gained can be harmful to heirs


What are the Roles of a Trustee?
Reasons to Consider Appointing a Corporate Trustee
Overview and Benefits of Using a Trust

Speak to a CIS Wealth financial advisor about a personal trust by calling (830) 609-6986

* Trust services provided through Advisors Private Wealth Trust. Advisors Private Wealth Trust is a corporate trustee offering exclusively for advisors who work with TD Ameritrade Institutional through a strategic relationship with National Advisors Trust Company, FSB. Advisors Private Wealth Trust is a Trust Representative Office of National Advisors Trust Company, FSB (NATC). TD Ameritrade and NATC are separate and unaffiliated companies and are not responsible for each other’s policies and services.
** Information obtained from TD Ameritrade, Inc., member FINRA/SIPC https://www.tdameritrade.com