MINT HILL, NC – When you’re busy with your career and family and you’ve accumulated a fair amount of assets, you may find that it’s increasingly challenging to deal with investing and estate planning. If so, you might consider working with a trusted company.
This type of company can help you in a variety of ways. First, it can provide investment management designed to help you achieve your important goals. Depending on the company, you might work with a financial advisor and a portfolio manager.
A trust company can also perform several key tasks related to the administration of your trust. If you want the company itself to act as a trustee for a trust you’ve established, it can handle bookkeeping and financial issues. And when it’s time to settle your estate, the company will disburse assets, pay off debts and complete needed forms.
And here’s a more intangible benefit: A trust company, as a neutral third party, can help your family avoid disputes over inheritances.
You could find that a trusted company can make your life easier. Give it some thought.
If you have any questions, please contact me at (980) 859-2549 or by e-mail at Brandon.Monette@edwardjones.com
This article was written by Edward Jones for use by your local Edward Jones Financial Advisor.