Advisor Directed Beneficiaries

Advisor Friendly Trust Overview

SHOULD I INCLUDE A TRUST AS PART OF MY WEALTH MANAGEMENT PLAN?

Trusts are versatile planning tools that direct how your assets are managed. As a written legal arrangement, a trust allows you to appoint a person or corporation (called “the trustee”) to administer and distribute assets based on your wishes.

TRUSTS ENABLE YOU TO:

PROTECT ASSETS

Certain trusts offer asset protection from the claims of creditors. Only the trustee can release funds to appropriate individuals and for suitable reasons outlined in the trust document.

PRESERVE CONTROL

Trusts allow you to control how and when your assets are distributed.

PROVIDE FOR BENEFICIARIES

Whether you want to pass assets to your children, fund your grandchild’s college education, or support a charitable organization, a trust can enable you to accomplish these and other objectives.

SPECIAL
NEEDS

TRUST

Capital First Trust Company is an industry leader in the Special/Supplemental Needs Trust community. We have the experience and skill required to effectively administer these specialized trusts.

SETTLEMENT
PRESERVATION

TRUST

Protect settlement funds from wasteful dissipation and allow for financial flexibility in the future. With an extensive background in personal injury cases, you can depend on Capital First Trust Company to deliver high-quality care in the administration of a Settlement Preservation Trust.

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