Building Life Plans, One Client at a Time

Trust Services

Would trusts help you pass on more money to your heirs? We can help you decide.

Our mission is to help you create and manage wealth for you and your heirs. When we work with you to create your life plan, we review your trusts, wills, and other estate planning documents to determine whether you should consider taking additional steps to preserve your assets.

Some people think that trusts are just for the ultra-rich. Nothing could be further from the truth. Many people can benefit from creating trusts. You want the legacy that you have created to go to your family and heirs in a tax-efficient manner.

Estate planning isn’t something you can address just once. As time passes, your life evolves. You have additional children, or your children grow up. You may lose some of your older family members. The assets that make up your estate have most likely changed. Your original documents may therefore be out-of-date in ways that could tie up your assets in court or reduce the amount your heirs will receive.

We do more than review your plans when you first come to us. We will sit down with you periodically and take a fresh look at your whole financial picture, to see whether you would benefit from updating your estate plan.

There are many types of trusts, each designed to accomplish specific goals. When you need additional trust services, we will recommend one of the experienced estate planning professionals in our network who can help you modify or set up the kinds of trusts that will protect your legacy and minimize taxes.

Accretive Wealth Management is not a law firm and cannot provide legal advice.