You may, at one time or another, have considered a trust for:

• Yourself, to safeguard your financial future;
• A child in need of long-term care or financial oversight; or
• A parent, so he or she can age with financial peace of mind.

As our name implies, the licensed attorneys, CERTIFIED FINANCIAL PLANNER™ professionals, Certified Trust and Financial Advisors, and Certified Public Accountants of The Trust Company stand ready to help.

We’ll begin with conversations about your situation:

• Financial status;
• Retirement arrangements;
• Estate and tax plans;
• Investment portfolios; and
• Other pertinent factors.

Once you become a client, we can handle many day-to-day matters:

• Trust account administration
• Investment management, including security purchases and sales
• Comprehensive estate and trust settlement services
• Cash management
• Monthly or periodic distributions
• Bill payment services
• Accountings to probate court
• Preparation of tax documents

If you’ve been thinking about whether a trust could be appropriate for you or a loved one, please give us a call or send us an email. We’ll be happy to sit down and talk.