Ringler Trust Solutions

TRUST SOLUTIONS TO FIT EVERYONE’S NEEDS

The concept of a trust fund often carries a certain mystique to it, but it need not be complicated and unattainable. People often create trusts to help them manage their assets and to protect those assets for the future. Regardless of your level of wealth, estate planning and asset management can be a vital part of your overall financial plan. Planning ahead can give you greater control, privacy, and an opportunity to leave more of a legacy for your loved ones. ESTABLISHING A TRUST

ESTABLISHING A TRUST:

RINGLER AND TRUSTS: SOLUTIONS THAT WORK

Establish the reason and your goals for the Trust. Determine the Trustee and/or Trust Company. Make decisions about how you want your assets held, invested and distributed.

Using our network of over 30 nationally and state-chartered trust companies, your Ringler consultant will work with you to thoroughly vet local Trustees who are ready to serve you. We provide access to unbundled, transparent and competitive administrative and investment advisory pricing to save you money over time. Ringler’s preferred partners, Eastern Point Trust and Secured Alliance, offer the solutions you need. But, we also work with a wide variety of other Trust companies including: Advisory Trust Company of Delaware Alaska Trust Company Alliance Trust Company Capital First Trust Cambridge Trust Company Coral Gables Trust Company CPT Pooled Trust Cumberland Trust Dunham Trust Evolve Bank and Trust Franklin Templeton Bank and Trust Guardian Trust Company Independent Trust Co of America New York Bank and Trust Premier Trust Principal Trust Company South Dakota Trust Company Zia Trust

Fund the Trust!

For more information, contact your Ringler Consultant

R

* Ringler and its Consultants may receive compensation when recommending products and services. Additional attorney fee products and plans are available in the marketplace. Ringler makes no representations nor guarantees regarding the JurisPrudent Deferral Solutions product or its performance. Ringler is not providing any tax, legal or accounting advice or service. You should rely on your own examination and evaluation and consult with your own independent advisors regarding the legal, investment, tax and related matters. Ringler is not licensed to sell securities; any information provided is not intended as a solicitation and does not constitute an offer.

CHOOSING TO ESTABLISH A TRUST

A Trust is not really an account, but a legal document that holds ownership of assets. A Trust can be set up to provide income and instructions for a family member in need, or to support any heir or associate, in a consistent way, over time. The document can be written to include specific terms dictating that beneficiaries receive property only if they meet certain goals or requirements. Trusts are managed by a Trustee – a person or organization that oversees the assets and property in the Trust. Trustees are bound to a fiduciary standard that requires them to put their client’s interest above their own, therefore, it might help to think of a Trustee as an objective, reliable third party that safeguards your money when you can’t. A Trust is a way to create a legacy that extends beyond your lifetime. Trusts can be used to create wealth for future generations, to transfer property, to avoid probate, or to simply distribute lump sums to beneficiaries. Knowing your goals can help you when deciding what type of Trust is best for you.

HOW IT WORKS: A STEP-BY-STEP GUIDE TO SETTING UP A TRUST

Step 1: Goals

Step 2: Trustees

Step 3: Beneficiaries

Step 4: Funding

Your Ringler consultant can help you define your motives for setting up a trust. Tyically, there are 3 main goals: • Asset protection • Maintaining government benefits eligibility • Spendthrift Protection: protects a future beneficiary from dissipating funds for unintended purposes

At Ringler, we help you establish your Trustee, the person or company that will tend to your assets and see that your trust instructions are followed. Since a trustee has a fiduciary responsibility to honestly manage your money, you should carefully consider who you choose.

Beneficiaries are typically the injured party or their surviving heirs. These are the people or organizations that will receive assets or distributions from your established Trust. Your Ringler consultant can help you identify and work with the beneficiaries of your Trust.

Your Ringler consultant will assist you in funding your Trust and implementing it as a part of your broader, more comprehensive settlement plan.

For more information, contact your Ringler Consultant

R

* Ringler and its Consultants may receive compensation when recommending products and services. Additional attorney fee products and plans are available in the marketplace. Ringler makes no representations nor guarantees regarding the JurisPrudent Deferral Solutions product or its performance. Ringler is not providing any tax, legal or accounting advice or service. You should rely on your own examination and evaluation and consult with your own independent advisors regarding the legal, investment, tax and related matters. Ringler is not licensed to sell securities; any information provided is not intended as a solicitation and does not constitute an offer.

Page 1 Page 2

Made with FlippingBook - Online Brochure Maker