WEALTH MANAGEMENT | TRUST SERVICES

Build a Lasting Legacy

Trusts can play a pivotal role in creating a financial plan that meets all of your estate planning objectives. Not only can they simplify the transfer of assets, but trusts may also help to:

  • Avoid probate and protect your privacy
  • Offer a structured, tax-efficient way to achieve your charitable goals
  • Provide sound asset management and protection for your spouse and beneficiaries
  • Provide for your minor children or loved ones with special needs
  • Manage the value of your real estate or special assets held in trust
  • Minimize the potential for family conflict

In Need of a Corporate Trustee?

For clients with complex estates who wish to engage a corporate trustee in their estate planning, we offer a full range of fiduciary trust services through partnerships with four major trust companies.

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As part of a comprehensive plan to help protect and preserve your wealth from unexpected events, trusts can be invaluable. Through our partnership with Commonwealth Financial Network as well as relationships with a select group of trust companies, we can work closely with you, your beneficiaries, attorneys, accountants, and other advisors to craft a wide array of estate planning and trust management solutions.

Want to learn a little more about who we are and what we’re all about at Williams Asset Management?

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