The Importance of Trust Planning
Trust planning is a vital aspect of comprehensive estate management, offering a strategic way to protect and distribute your assets in accordance with your wishes. By establishing a trust, you can reduce probate, minimize estate taxes, and ensure your loved ones are taken care of after your passing. Trusts offer flexibility, privacy, and control over how your assets are managed, providing you with peace of mind knowing your wealth is protected for future generations.
Whether you aim to avoid probate, secure your family’s financial future, or reduce tax burdens, trust planning is essential for a well-rounded estate strategy.
Appleseed Wealth Management’s Approach to Trust Services
At Appleseed Wealth Management we will ensure observance of the trust document to protect the interests of current and future beneficiaries. We will assume fiduciary responsibility for final administration, gathering, disposition and distribution of trust assets following the Grantor’s death. We will assemble and assure preparation of annual fiduciary income tax returns by a qualified tax preparer. If applicable, we will assume fiduciary responsibility for living beneficiaries who are incapacitated, i.e. guardianships and conservatorships.
We are committed to effective and efficient investment management by a dedicated portfolio manager. Utilizing Trust Services at Appleseed Wealth Management gives you direct access to team of experts who will provide a comprehensive approach, including financial, estate and tax planning for Trust beneficiaries.
Investment products are not deposits or obligations of, or guaranteed by Community State Bank or any other bank, are not insured or guaranteed by the FDIC or any governmental agency and are subject to investment risks, including possible loss of principal invested. Past performance is not a guarantee of future results.
| Not Insured by FDIC | Not Bank Guaranteed | May Lose Value | Not a Bank Deposit |
Not Insured by Any Federal Government Agency