MINT HILL, NC – When you are busy with your career and your family and have accumulated a good amount of assets, you may find it increasingly difficult to manage investments and planning. inheritance. If so, you might want to consider working with a trusted company.
This type of business can help you in a number 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 business itself to act as a trustee for a trust you have established, it can handle accounting issues and financial matters. And when it’s time to settle your estate, the business will pay off the assets, pay off the debts, and fill out the necessary forms.
And here’s a more intangible benefit: A trust company, as a neutral third party, can help your family avoid inheritance disputes.
You might find that a trusted company can make your life easier. Think about it.
If you have any questions, please contact me at (980) 859-2549 or email me at [email protected]
This article was written by Edward Jones for your local Edward Jones financial advisor.