A trust is a legal structure set up in order to transfer assets adventageously to beneficiaries - often your spouse, children, grandchildren or a charity. To establish a trust, you provide instructions to our team in a Trust Agreement prepared by an attorney. The assets you transfer to the trust are managed and distributed by a trustee in accordance with the Trust Agreement.
A trust may be the most important financial legacy you ever create. Your trust contains assets you have carefully safeguarded, along with your instructions on how these assets are to be protected and distributed to the people you care about. With First Financial Wealth Management, you can be confident that your wishes will be carried out just as you have planned.