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Wealth Management & Investment Services
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Trust Services
Ensuring the continuation and transfer of one's wealth is important to every individual. Doing so requires professional and sound fiduciary services as well as estate planning. CitizensTrust will work with you and your adviser to develop a solid, personalized estate plan that protects the assets of an estate and ensures its proper distribution and most tax-efficient structure.
Discover methods to minimize estate taxes and how best to protect your family and beneficiaries.
There are many reasons to have a professional help you build, manage, and protect your wealth.
- Tax Free Gifts
- Irrevocable Life Insurance Trusts (ILIT)
- Qualified Personal Residence Trust (QPRT)
- Grantor Retained Annuity Trust (GRAT)
- Grantor Retained Unitrust (GRUT)
- Family Limited Partnership (FLP)
- Charitable Remainder Trust (CRT)
- Charitable Lead Trust (CLT)
- What is a trustee
- Advantages of using a trustee
- How expensive are trustees
- Using a co-trustee
- Corporate trustee as agent for trustee
