Trust Services - Are They Right for You?

GRAND RAPIDS, Mich. - June 11, 2015 - PRLog -- In the world of finance, when you think of the word "trust," do you imagine the ultra-wealthy? The fact is that trust services can be appropriate for a wider range of situations than you may think. A trust is one tool that can be part of an estate strategy. Estate strategies are about much more than money – they're about control. And estate strategies are important for many people.

As you review the various ways to build an estate strategy, you might consider a trust if you have any of the following objectives:

- Controlling the distribution of assets to beneficiaries, either during your life or after death
- Naming someone to manage your assets and finances if you become unable to do so
- Providing for minor children or special needs dependents
- Giving assets to charity, both during your life and at death
- Managing taxes associated with passing your estate to your heirs

Ask about Edward Jones Trust Company Through the Edward Jones Trust Company, your financial advisor is able to offer a complete range of trust services to help meet your objectives. These services include:

- Personalized asset management
- Bill payment and record-keeping services
- Real estate management
- Beneficiary assistance
- Trust settlement and distribution services

Ask your financial advisor about the Trust Company today – because it's never too early to start planning for your loved ones' future and security.

Edward Jones Trust Company and Edward Jones, and their employees and/or financial advisors, are not estate planners and cannot provide tax or legal advice. You should consult your estate planning attorney or qualified tax advisor regarding your situation.