| Products |
 |
Revocable Trusts |
 |
Individual Retirement Accounts |
 |
Irrevocable Trusts |
 |
IRA Real Estate Funded |
 |
Testamentary Trusts |
 |
Corporate Plan Accounts, including ESOPs |
 |
Charitable Trusts |
 |
Custodial Accounts |
 |
Special Needs Trusts |
 |
Investment Management Accounts |
 |
Estate Settlement Accounts |
|
|
| |
|
|
|
| Services |
 |
Asset safe-keeping and custody |
 |
Final accounting and distribution of assets |
 |
Track cost basis |
 |
Arrange for the preparation of trust tax return |
 |
Directed and discretionary distributions |
 |
Provide required notices to beneficiaries |
 |
Pay bills, trust taxes and other expenses |
 |
Administrative and recordkeeping requirments |
 |
Internet account viewing |
 |
Investment mangement and financial planning |
 |
Segregate income from principal |
 |
Face-to-face meetings with a team approach |