PERSONAL  TRUSTS


FirsTrust administers a variety of trusts to help you plan the distribution of your assets during your lifetime and after your demise.
 
Our experienced Trust Professionals will work with you, your legal counsel and your accountant to determine the estate plan most appropriate for your situation.

Trust Types Include Revocable, Testamentary (under your will), Irrevocable, and Charitable.

 
Personal Trusts

 TRUSTS CAN:

     
  • Preserve and protect assets
  • Defer or eliminate estate tax liability
  • Increase opportunities for wealth accumulation
  • Create a family estate plan for future generations
  • Ensure financial privacy
  • Access professional investment managers
  • Protect children's inheritance
  • Avoid probate and related costs, delays, and publicity
  • Control assets after your demise and ease asset transfers to heirs
  • Facilitate charitable giving

 
Trusts are powerful, versatile estate planning tools with the ability to accomplish a number of estate planning objectives.  We can help you better understand the different types of trusts.

You can also take a look at our Personal Trusts FAQ, covering items such as probate, trustees and much more.