Trusts are often the result of a well-thought out estate plan. they permit you to direct how your assets are managed during your life and after your death – and are not only for the rich .
Trusts are often utilized in a spread of the way including:
- Controlling asset distributions (especially for minor children) over time
- Protecting heirs from family disputes
- Providing for a disabled or special needs loved one
- Charitable donations
- Managing assets within the event you become incapacitated
A trust helps make sure the successful transfer of your estate to your heirs and beneficiaries. At Old National Wealth Management, we will assist you and your attorney in creating a trust to satisfy a good range of goals.
- Investment management
- Bill payment
- Management of beneficiary requests
- Distributions
- Property management
- Tax reporting and fiduciary returns
- Special needs trust
- Unique asset management
- Endowments and private foundations
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