If I create a trust, can I keep control and make the investment decisions?

Certainly. Usually, our trust clients keep control in three ways:

1. The trust agreement specifies that they can make withdrawals (or additions) at any time.
2. They reserve the right to cancel the trust.
3. They reserve the right to give us new or different instructions by amending the trust agreement.

You can make investment decisions if you wish. Most of our clients look to us for objective, unbiased portfolio supervision because they lack the time or specialized knowledge to do all the necessary investment homework themselves. But you can delegate as much or as little investment responsibility as you want. After all, it's your trust.

Invest with professional guidance.

Your life goals are important to us too! Contact our Trust Professionals and see how we can help grow your portfolio and plan for your best retirement.

Learn More Call 1-800-234-5228 & we will put you in contact with a Trust Professional