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
* 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.
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