Cypress-trust-circle-logo

Trust + Estate Services

Providing for the financial future of those that survive us is an intrinsic value for many, one that creates a sense of fulfillment and accomplishment. Trust and estate plans form the foundation for preserving and protecting wealth for generations. Determining who will execute your wishes and intentions during your life and after is important for the successful implementation of your plan. This person or entity should not only be qualified and experienced, but be able and willing to provide emotional support and direction to you and your loved ones. At Cypress Trust Company, we embrace these attributes through our Core Values, guiding our attitude and decision-making in our relationships with our clients, our communities, and with each other.

Cypress-trust-circle-logo

Trust + Estate Services

Providing for the financial future of those that survive us is an intrinsic value for many, one that creates a sense of fulfillment and accomplishment. Trust and estate plans form the foundation for preserving and protecting wealth for generations. Determining who will execute your wishes and intentions during your life and after is important for the successful implementation of your plan. This person or entity should not only be qualified and experienced, but be able and willing to provide emotional support and direction to you and your loved ones. At Cypress Trust Company, we embrace these attributes through our Core Values, guiding our attitude and decision-making in our relationships with our clients, our communities, and with each other.

Cypress-trust-circle-logo

Trust + Estate Services

Providing for the financial future of those that survive us is an intrinsic value for many, one that creates a sense of fulfillment and accomplishment. Trust and estate plans form the foundation for preserving and protecting wealth for generations. Determining who will execute your wishes and intentions during your life and after is important for the successful implementation of your plan. This person or entity should not only be qualified and experienced, but be able and willing to provide emotional support and direction to you and your loved ones. At Cypress Trust Company, we embrace these attributes through our Core Values, guiding our attitude and decision-making in our relationships with our clients, our communities, and with each other.

Services

Cypress Trust Company has the experience and expertise to provide a broad range of fiduciary services including the following:

The Revocable Living Trust is a popular financial and estate planning vehicle. As the title denotes, the plan can be changed or cancelled by the trustmaker. It can provide security during your lifetime and act as a conduit to pass assets directly to beneficiaries after your death and thus avoid the expenses and delays associated with probate.

 

The Revocable Living Trust is a private contract between you as the trustmaker and a trustee. You can act as the initial trustee. If you so desire, a co-trustee can be named to act with you. The contract not only appoints an initial trustee(s), but also names a successor(s). A trust contract gives instructions to the acting trustee on how to provide for the trustmaker and family in the event the trustmaker becomes incapacitated; thus, providing a safeguard whereby the successor trustee can step in without interruption.

 

A trustee can be an individual or a corporation such as Cypress Trust Company which is authorized by law to act. An individual trustee should be familiar with finances and the statutes which govern trust administration. A corporate trustee has the experience, staff, and structure to meet the requirements of trusteeship and is not subject to the risks associated with age, illness, incapacity, or constraints on time that may encumber an individual. An added benefit to naming a corporation is professional investment management, accounting, and custody services. Very importantly, a corporate trustee’s actions are overseen by state or federal regulators, as well as by their own internal and external auditors.

Unlike revocable trusts, an Irrevocable Living Trust represents an unalterable transfer of the trustmaker’s property and creates rights for designated beneficiaries, who may include the trustmaker. It is important to note that since there is a permanent transfer of assets, the trustmaker should have a thorough understanding of how this type of trust works before entering into the trust contract. Also, the trustee of an Irrevocable Living Trust should be experienced and know their duties before agreeing to act.

 

Benefits:
• Generally, the assets in this type of trust are not included in the trustmaker’s taxable estate if the trustmaker does not retain an interest in the trust or have certain powers.

 

• Protects a spendthrift trustmaker or beneficiary.

 

• Creates another entity for tax purposes: capital gains taxes are paid by the trust (non-grantor trusts).

 

• Income is taxed to beneficiary who receives it (non-grantor trusts); or if the income is undistributed, taxes are paid by the trust.

 

• Can protect against creditors’ claims, if the contract is properly drafted.

 

• Can continue upon an event for another beneficiary or group of beneficiaries.

 

• Can supplement public entitlements (non-grantor trusts).

A testamentary trust is established in a person’s last will and testament and does not become effective until their death. There is no standard to their design, and they can be structured to provide many benefits and protection to the beneficiaries. Some of the design strategies can include:

 

• Flexibility to assist one or more of a group of beneficiaries when there is a financial need.

 

• Protection of assets from creditors, divorce settlements, second marriages and spendthrift beneficiaries.

 

• Supplements to public entitlements.

 

• Reduction of income and estate taxes.

 

• Preservation of assets for future generations and/or beneficiaries.

Charitable trusts are irrevocable contracts where there are two sets of beneficiaries which include a charity(s) and an individual(s). They can be created during a trustmaker’s lifetime in the form of an irrevocable living trust or as a testamentary trust under a last will and testament. There are two forms: a “lead trust” where the charity receives the benefits initially with the remainder of the assets after trust termination being paid to an individual, and a “remainder trust” which is the complete reverse where the individual receives benefits initially with the remainder of the assets after trust termination being paid to charity. The benefits received in both cases can be a fixed amount or percentage of the principal. The trust termination is determined based on lives or a term of years. There are income and/or gift/estate tax benefits depending on the structure and type of charitable trust.

An Individual Retirement Account (IRA) is a popular way to supplement income in later years. By regulation, an IRA account must be maintained as a trust or custodial account at a qualified institution, such as a trust company, bank, or brokerage firm. There are several types of IRA accounts, including Traditional, SEP, Simple, and Roth. Generally, they can be funded by contribution (individual, employer), rollover, or transfer. Rules on contributions, required distributions, and income tax impact are governed by the type of IRA. The assets in IRAs can be professionally managed or self-directed by the IRA owner.

As a fiduciary, a trustee is accountable for the overall execution of the creator’s intent in accordance with the governing instrument and law. The duties and responsibilities are quite broad and can be found by opening the “Trustee and/or Successor Trustee Duties” link below. There are situations where the creator of a trust for the benefit of themselves or heirs is faced with the dilemma of having developed a relationship with an investment adviser with whom they have a lot of confidence and, because the investment adviser does not have trust powers or cannot act as trustee, the creator doesn’t feel they can establish a trust without severing the investment adviser relationship. This dilemma is common today where large corporate institutions with trust powers have policies where they will not accept trusts when the responsibilities are split and the investment function is performed by another party. These responsibilities can be bifurcated when the governing instrument is properly drafted by an attorney. Cypress Trust Company respects the wishes of a trust’s creator in these situations and accepts appointments as “administrative trustee only” relationships.

 

Duties of a Trustee and/or Successor Trustee – Click Here

The bookkeeping, accounting, asset custody, and investment management can be time consuming and challenging for individuals who act as trustee. As a fiduciary, duties and responsibilities are determined by statute and the contract. A breach of their fiduciary duty can result in personal liability and surcharge. Employment of a qualified and experienced agent to assist with the administration and investment management can be prudent and relieve the trustee from the demands of the position.

Cypress Trust Company has the expertise to serve as Personal Representative/Executor or Agent for Personal Representative/Executor for Individuals, Families and Professionals.

Personal Representative/Executor
A designation must be made of a personal representative (executor) to handle your final affairs upon death and distribute the assets according to your last will and testament (will). The personal representative can be a qualified individual and/or corporation with trust powers. Naming an individual who does not have experience can cause them hardship. Settlement of final affairs can be complex and time consuming. These demands are an added challenge for those with other interests and responsibilities. It is especially burdensome to the family during the period of grieving. The duties and responsibilities are not only governed by the will, but include state and Federal tax statutes. The process is overseen by the court. A personal representative is a fiduciary and as such, must comply with certain standards. Institutions with trust powers, such as Cypress Trust Company, know their obligations and have the experience in this field. What sets Cypress Trust Company apart from other institutions is that the organization and compliance structures have been streamlined to avoid unnecessary delays.

 

Agent for Personal Representative/Executor
As noted above, the demands and responsibilities for an individual acting as personal representative can be overwhelming and burdensome. Under the Florida Statutes, a personal representative can hire an agent to provide guidance and relief. By hiring an agent, the personal representative is not relinquishing their office and still controls the settlement process. Institutions with trust powers, such as Cypress Trust Company, routinely settle estates and have the structure and systems in place to provide the support. Cypress Trust Company recognizes the benefits of the agent role to personal representatives and over the years has provided this service to a number of individuals.

 

Duties of a Personal Representative/ExecutorClick Here

Agent for Personal Representative/Executor
Cypress Trust Company understands the demands and responsibilities for an individual acting as personal representative and the time requirements of the professional who provides guidance for those individuals. Hiring an agent with experience in estate settlement can provide relief. Institutions with trust powers routinely settle estates and have the structure and systems in place to provide the support. What sets Cypress Trust Company apart from the larger national institutions is that it has intentionally created a relationship driven framework which allows for more flexibility and responsiveness when servicing the needs of clients.

Cypress Trust Company recognizes that some clients have reached a stage in their lives where other interests, physical limitations, or time constraints inhibit them from performing important routine financial tasks. Many clients have multiple service providers resulting in their assets being spread out and making it difficult and burdensome for them to compile a complete picture of their overall financial condition. To help satisfy these clients’ need for assistance with organizing and performing these tasks and responsibilities, Cypress Trust Company provides highly personalized services which may not be offered at larger institutions. Some examples of our personalized services are listed below, but others can be developed based on the individual needs of the client.

 

Personalized Services
• Bill Payment

 

• Asset Safekeeping

 

• Comprehensive Estate Plan and Document Review

 

• Tailored services including mentoring, assistance with personal needs, vendor research and identification, family monitoring and communication

Services

As a fiduciary, a trustee is accountable for the overall execution of the creator’s intent in accordance with the governing instrument and law. The duties and responsibilities are quite broad and can be found by opening the “Trustee and/or Successor Trustee Duties” link below. There are situations where the creator of a trust for the benefit of themselves or heirs is faced with the dilemma of having developed a relationship with an investment adviser with whom they have a lot of confidence and, because the investment adviser does not have trust powers or cannot act as trustee, the creator doesn’t feel they can establish a trust without severing the investment adviser relationship. This dilemma is common today where large corporate institutions with trust powers have policies where they will not accept trusts when the responsibilities are split and the investment function is performed by another party. These responsibilities can be bifurcated when the governing instrument is properly drafted by an attorney. Cypress Trust Company respects the wishes of a trust’s creator in these situations and accepts appointments as “administrative trustee only” relationships.

 

Duties of a Trustee and/or Successor Trustee – Click Here

Cypress Trust Company has the experience and expertise to provide a broad range of fiduciary services including the following:

The Revocable Living Trust is a popular financial and estate planning vehicle. As the title denotes, the plan can be changed or cancelled by the trustmaker. It can provide security during your lifetime and act as a conduit to pass assets directly to beneficiaries after your death and thus avoid the expenses and delays associated with probate.

 

The Revocable Living Trust is a private contract between you as the trustmaker and a trustee. You can act as the initial trustee. If you so desire, a co-trustee can be named to act with you. The contract not only appoints an initial trustee(s), but also names a successor(s). A trust contract gives instructions to the acting trustee on how to provide for the trustmaker and family in the event the trustmaker becomes incapacitated; thus, providing a safeguard whereby the successor trustee can step in without interruption.

 

A trustee can be an individual or a corporation such as Cypress Trust Company which is authorized by law to act. An individual trustee should be familiar with finances and the statutes which govern trust administration. A corporate trustee has the experience, staff, and structure to meet the requirements of trusteeship and is not subject to the risks associated with age, illness, incapacity, or constraints on time that may encumber an individual. An added benefit to naming a corporation is professional investment management, accounting, and custody services. Very importantly, a corporate trustee’s actions are overseen by state or federal regulators, as well as by their own internal and external auditors.

Unlike revocable trusts, an Irrevocable Living Trust represents an unalterable transfer of the trustmaker’s property and creates rights for designated beneficiaries, who may include the trustmaker. It is important to note that since there is a permanent transfer of assets, the trustmaker should have a thorough understanding of how this type of trust works before entering into the trust contract. Also, the trustee of an Irrevocable Living Trust should be experienced and know their duties before agreeing to act.

 

Benefits:
• Generally, the assets in this type of trust are not included in the trustmaker’s taxable estate if the trustmaker does not retain an interest in the trust or have certain powers.

 

• Protects a spendthrift trustmaker or beneficiary.

 

• Creates another entity for tax purposes: capital gains taxes are paid by the trust (non-grantor trusts).

 

• Income is taxed to beneficiary who receives it (non-grantor trusts); or if the income is undistributed, taxes are paid by the trust.

 

• Can protect against creditors’ claims, if the contract is properly drafted.

 

• Can continue upon an event for another beneficiary or group of beneficiaries.

 

• Can supplement public entitlements (non-grantor trusts).

A testamentary trust is established in a person’s last will and testament and does not become effective until their death. There is no standard to their design, and they can be structured to provide many benefits and protection to the beneficiaries. Some of the design strategies can include:

 

• Flexibility to assist one or more of a group of beneficiaries when there is a financial need.

 

• Protection of assets from creditors, divorce settlements, second marriages and spendthrift beneficiaries.

 

• Supplements to public entitlements.

 

• Reduction of income and estate taxes.

 

• Preservation of assets for future generations and/or beneficiaries.

Charitable trusts are irrevocable contracts where there are two sets of beneficiaries which include a charity(s) and an individual(s). They can be created during a trustmaker’s lifetime in the form of an irrevocable living trust or as a testamentary trust under a last will and testament. There are two forms: a “lead trust” where the charity receives the benefits initially with the remainder of the assets after trust termination being paid to an individual, and a “remainder trust” which is the complete reverse where the individual receives benefits initially with the remainder of the assets after trust termination being paid to charity. The benefits received in both cases can be a fixed amount or percentage of the principal. The trust termination is determined based on lives or a term of years. There are income and/or gift/estate tax benefits depending on the structure and type of charitable trust.

An Individual Retirement Account (IRA) is a popular way to supplement income in later years. By regulation, an IRA account must be maintained as a trust or custodial account at a qualified institution, such as a trust company, bank, or brokerage firm. There are several types of IRA accounts, including Traditional, SEP, Simple, and Roth. Generally, they can be funded by contribution (individual, employer), rollover, or transfer. Rules on contributions, required distributions, and income tax impact are governed by the type of IRA. The assets in IRAs can be professionally managed or self-directed by the IRA owner.

The bookkeeping, accounting, asset custody, and investment management can be time consuming and challenging for individuals who act as trustee. As a fiduciary, duties and responsibilities are determined by statute and the contract. A breach of their fiduciary duty can result in personal liability and surcharge. Employment of a qualified and experienced agent to assist with the administration and investment management can be prudent and relieve the trustee from the demands of the position.

Cypress Trust Company has the expertise to serve as Personal Representative/Executor or Agent for Personal Representative/Executor for Individuals, Families and Professionals.

Personal Representative/Executor
A designation must be made of a personal representative (executor) to handle your final affairs upon death and distribute the assets according to your last will and testament (will). The personal representative can be a qualified individual and/or corporation with trust powers. Naming an individual who does not have experience can cause them hardship. Settlement of final affairs can be complex and time consuming. These demands are an added challenge for those with other interests and responsibilities. It is especially burdensome to the family during the period of grieving. The duties and responsibilities are not only governed by the will, but include state and Federal tax statutes. The process is overseen by the court. A personal representative is a fiduciary and as such, must comply with certain standards. Institutions with trust powers, such as Cypress Trust Company, know their obligations and have the experience in this field. What sets Cypress Trust Company apart from other institutions is that the organization and compliance structures have been streamlined to avoid unnecessary delays.

 

Agent for Personal Representative/Executor
As noted above, the demands and responsibilities for an individual acting as personal representative can be overwhelming and burdensome. Under the Florida Statutes, a personal representative can hire an agent to provide guidance and relief. By hiring an agent, the personal representative is not relinquishing their office and still controls the settlement process. Institutions with trust powers, such as Cypress Trust Company, routinely settle estates and have the structure and systems in place to provide the support. Cypress Trust Company recognizes the benefits of the agent role to personal representatives and over the years has provided this service to a number of individuals.

 

Duties of a Personal Representative/ExecutorClick Here

Agent for Personal Representative/Executor
Cypress Trust Company understands the demands and responsibilities for an individual acting as personal representative and the time requirements of the professional who provides guidance for those individuals. Hiring an agent with experience in estate settlement can provide relief. Institutions with trust powers routinely settle estates and have the structure and systems in place to provide the support. What sets Cypress Trust Company apart from the larger national institutions is that it has intentionally created a relationship driven framework which allows for more flexibility and responsiveness when servicing the needs of clients.

Cypress Trust Company recognizes that some clients have reached a stage in their lives where other interests, physical limitations, or time constraints inhibit them from performing important routine financial tasks. Many clients have multiple service providers resulting in their assets being spread out and making it difficult and burdensome for them to compile a complete picture of their overall financial condition. To help satisfy these clients’ need for assistance with organizing and performing these tasks and responsibilities, Cypress Trust Company provides highly personalized services which may not be offered at larger institutions. Some examples of our personalized services are listed below, but others can be developed based on the individual needs of the client.

 

Personalized Services
• Bill Payment

 

• Asset Safekeeping

 

• Comprehensive Estate Plan and Document Review

 

• Tailored services including mentoring, assistance with personal needs, vendor research and identification, family monitoring and communication

Services

As a fiduciary, a trustee is accountable for the overall execution of the creator’s intent in accordance with the governing instrument and law. The duties and responsibilities are quite broad and can be found by opening the “Trustee and/or Successor Trustee Duties” link below. There are situations where the creator of a trust for the benefit of themselves or heirs is faced with the dilemma of having developed a relationship with an investment adviser with whom they have a lot of confidence and, because the investment adviser does not have trust powers or cannot act as trustee, the creator doesn’t feel they can establish a trust without severing the investment adviser relationship. This dilemma is common today where large corporate institutions with trust powers have policies where they will not accept trusts when the responsibilities are split and the investment function is performed by another party. These responsibilities can be bifurcated when the governing instrument is properly drafted by an attorney. Cypress Trust Company respects the wishes of a trust’s creator in these situations and accepts appointments as “administrative trustee only” relationships.

 

Duties of a Trustee and/or Successor Trustee – Click Here

Cypress Trust Company has the experience and expertise to provide a broad range of fiduciary services including the following:

The Revocable Living Trust is a popular financial and estate planning vehicle. As the title denotes, the plan can be changed or cancelled by the trustmaker. It can provide security during your lifetime and act as a conduit to pass assets directly to beneficiaries after your death and thus avoid the expenses and delays associated with probate.

 

The Revocable Living Trust is a private contract between you as the trustmaker and a trustee. You can act as the initial trustee. If you so desire, a co-trustee can be named to act with you. The contract not only appoints an initial trustee(s), but also names a successor(s). A trust contract gives instructions to the acting trustee on how to provide for the trustmaker and family in the event the trustmaker becomes incapacitated; thus, providing a safeguard whereby the successor trustee can step in without interruption.

 

A trustee can be an individual or a corporation such as Cypress Trust Company which is authorized by law to act. An individual trustee should be familiar with finances and the statutes which govern trust administration. A corporate trustee has the experience, staff, and structure to meet the requirements of trusteeship and is not subject to the risks associated with age, illness, incapacity, or constraints on time that may encumber an individual. An added benefit to naming a corporation is professional investment management, accounting, and custody services. Very importantly, a corporate trustee’s actions are overseen by state or federal regulators, as well as by their own internal and external auditors.

Unlike revocable trusts, an Irrevocable Living Trust represents an unalterable transfer of the trustmaker’s property and creates rights for designated beneficiaries, who may include the trustmaker. It is important to note that since there is a permanent transfer of assets, the trustmaker should have a thorough understanding of how this type of trust works before entering into the trust contract. Also, the trustee of an Irrevocable Living Trust should be experienced and know their duties before agreeing to act.

 

Benefits:
• Generally, the assets in this type of trust are not included in the trustmaker’s taxable estate if the trustmaker does not retain an interest in the trust or have certain powers.

 

• Protects a spendthrift trustmaker or beneficiary.

 

• Creates another entity for tax purposes: capital gains taxes are paid by the trust (non-grantor trusts).

 

• Income is taxed to beneficiary who receives it (non-grantor trusts); or if the income is undistributed, taxes are paid by the trust.

 

• Can protect against creditors’ claims, if the contract is properly drafted.

 

• Can continue upon an event for another beneficiary or group of beneficiaries.

 

• Can supplement public entitlements (non-grantor trusts).

A testamentary trust is established in a person’s last will and testament and does not become effective until their death. There is no standard to their design, and they can be structured to provide many benefits and protection to the beneficiaries. Some of the design strategies can include:

 

• Flexibility to assist one or more of a group of beneficiaries when there is a financial need.

 

• Protection of assets from creditors, divorce settlements, second marriages and spendthrift beneficiaries.

 

• Supplements to public entitlements.

 

• Reduction of income and estate taxes.

 

• Preservation of assets for future generations and/or beneficiaries.

Charitable trusts are irrevocable contracts where there are two sets of beneficiaries which include a charity(s) and an individual(s). They can be created during a trustmaker’s lifetime in the form of an irrevocable living trust or as a testamentary trust under a last will and testament. There are two forms: a “lead trust” where the charity receives the benefits initially with the remainder of the assets after trust termination being paid to an individual, and a “remainder trust” which is the complete reverse where the individual receives benefits initially with the remainder of the assets after trust termination being paid to charity. The benefits received in both cases can be a fixed amount or percentage of the principal. The trust termination is determined based on lives or a term of years. There are income and/or gift/estate tax benefits depending on the structure and type of charitable trust.

An Individual Retirement Account (IRA) is a popular way to supplement income in later years. By regulation, an IRA account must be maintained as a trust or custodial account at a qualified institution, such as a trust company, bank, or brokerage firm. There are several types of IRA accounts, including Traditional, SEP, Simple, and Roth. Generally, they can be funded by contribution (individual, employer), rollover, or transfer. Rules on contributions, required distributions, and income tax impact are governed by the type of IRA. The assets in IRAs can be professionally managed or self-directed by the IRA owner.

The bookkeeping, accounting, asset custody, and investment management can be time consuming and challenging for individuals who act as trustee. As a fiduciary, duties and responsibilities are determined by statute and the contract. A breach of their fiduciary duty can result in personal liability and surcharge. Employment of a qualified and experienced agent to assist with the administration and investment management can be prudent and relieve the trustee from the demands of the position.

Cypress Trust Company has the expertise to serve as Personal Representative/Executor or Agent for Personal Representative/Executor for Individuals, Families and Professionals.

Personal Representative/Executor
A designation must be made of a personal representative (executor) to handle your final affairs upon death and distribute the assets according to your last will and testament (will). The personal representative can be a qualified individual and/or corporation with trust powers. Naming an individual who does not have experience can cause them hardship. Settlement of final affairs can be complex and time consuming. These demands are an added challenge for those with other interests and responsibilities. It is especially burdensome to the family during the period of grieving. The duties and responsibilities are not only governed by the will, but include state and Federal tax statutes. The process is overseen by the court. A personal representative is a fiduciary and as such, must comply with certain standards. Institutions with trust powers, such as Cypress Trust Company, know their obligations and have the experience in this field. What sets Cypress Trust Company apart from other institutions is that the organization and compliance structures have been streamlined to avoid unnecessary delays.

 

Agent for Personal Representative/Executor
As noted above, the demands and responsibilities for an individual acting as personal representative can be overwhelming and burdensome. Under the Florida Statutes, a personal representative can hire an agent to provide guidance and relief. By hiring an agent, the personal representative is not relinquishing their office and still controls the settlement process. Institutions with trust powers, such as Cypress Trust Company, routinely settle estates and have the structure and systems in place to provide the support. Cypress Trust Company recognizes the benefits of the agent role to personal representatives and over the years has provided this service to a number of individuals.

 

Duties of a Personal Representative/ExecutorClick Here

Agent for Personal Representative/Executor
Cypress Trust Company understands the demands and responsibilities for an individual acting as personal representative and the time requirements of the professional who provides guidance for those individuals. Hiring an agent with experience in estate settlement can provide relief. Institutions with trust powers routinely settle estates and have the structure and systems in place to provide the support. What sets Cypress Trust Company apart from the larger national institutions is that it has intentionally created a relationship driven framework which allows for more flexibility and responsiveness when servicing the needs of clients.

Cypress Trust Company recognizes that some clients have reached a stage in their lives where other interests, physical limitations, or time constraints inhibit them from performing important routine financial tasks. Many clients have multiple service providers resulting in their assets being spread out and making it difficult and burdensome for them to compile a complete picture of their overall financial condition. To help satisfy these clients’ need for assistance with organizing and performing these tasks and responsibilities, Cypress Trust Company provides highly personalized services which may not be offered at larger institutions. Some examples of our personalized services are listed below, but others can be developed based on the individual needs of the client.

 

Personalized Services
• Bill Payment

 

• Asset Safekeeping

 

• Comprehensive Estate Plan and Document Review

 

• Tailored services including mentoring, assistance with personal needs, vendor research and identification, family monitoring and communication