FINRA's BrokerCheck Obtain more information about our firm and its financial professionals

As you may know, trusts can be a good tool for minimizing taxes, transferring wealth and protecting assets.  You may have already set up a trust, or you may hold an inheritance you received in a trust created decades ago.

One challenge can arise when families give up more control over their trusts than they need to, which can potentially put their goals for their trusts at risk.  This Whistle Stop Report, Smart Ways to Take Control of a Trust, sets out three options for helping ensure that you’re in the driver’s seat when it comes to maximizing your trust’s effectiveness.

Click Here for our full report on Smart Ways to Take Control of a Trust