Trust Services can be an excellent means to accomplish goals such as:
- Protecting your estate
- Minimizing estate taxes
- Managing your assets if you become incapacitated
- Minimizing court involvement and maintaining privacy
- Providing a college education for your children or grandchildren
- Making charitable bequests
Trusts are one of the most useful vehicles ever devised for preserving and transferring wealth. Careful planning today can protect you and your family in the future. Stillman Trust & Wealth Management, along with your attorney and CPA, can assist you with innovative trust-based financial solutions today.
Investments available through Stillman Trust & Wealth Management (1) are not FDIC insured (2) are not deposits, obligations, or guaranteed by the bank and (3) are subject to investment risk including possible loss of principal.
Put your trust in us and call us today to schedule your no-obligation personal appointment.