Peace of mind is within reach. By understanding your choices, outlining your goals, constructing a plan for your legacy, and working with capable advisors, you can build confidence for today and the future, one step at a time.
For some, the best thing about accumulating wealth is the ability to share it with those closest to them. For others, it may mean leaving a legacy to causes closest to their heart. No matter the goal for one’s wealth, a personal trust is an effective way to control and protect your assets during your lifetime and later provides a smooth transition of your personal and business matters for your loved ones. A well-conceived trust can help manage assets in accordance with your wishes and remove administrative challenges from your beneficiaries.
At Plante Moran Trust, N.A. — a nationally chartered trust company — our team of experts can serve as trustee, co-trustee, or agent for trustee and specialize in trust administration, estate settlement, family office services, and foundation and charitable trust administration. We’ll work closely with you and your advisory team to reduce administrative burdens and promote communication and practices that encourage healthy relationships between grantors, trustees, and beneficiaries.
From our commitment to integrity and deep intellectual capital to our white-glove service, you can rest assured that your trust administration, oversight, and implementation are properly executed and your assets are in safe hands.