{"id":180,"date":"2019-10-01T06:05:55","date_gmt":"2019-10-01T06:05:55","guid":{"rendered":"https:\/\/www.magnoliawealth.com\/?page_id=180"},"modified":"2022-10-12T18:00:12","modified_gmt":"2022-10-12T18:00:12","slug":"trust-services","status":"publish","type":"page","link":"https:\/\/www.magnoliawealth.com\/trust-services\/","title":{"rendered":"Trust Services"},"content":{"rendered":"\n\n\t\t<h2>\n\t\t\tTrust Services\n\t\t<\/h2>\n\t\t\t<br \/>\n\t\t<h1>\n\t\t\tTransfer Your Wealth Safely\n\t\t\t\t\t\t\t\t\t\t\tThrough Our Trust Services\n\t\t<\/h1>\n\t\t\t<p>A trust is a fiduciary arrangement through which the trustee manages assets for the benefit of third parties. A trust is commonly used to transfer wealth to heirs or to favored charitable organizations. Insurance products, such as life insurance policies, annuity contracts, and disability policies, may be used to fund trusts in appropriate\u00a0circumstances.<\/p>\t\t\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.magnoliawealth.com\/wp-content\/uploads\/2019\/10\/fmf_DxnZPOm.jpg\" alt=\"fm=f_DxnZPOm\" itemprop=\"image\" height=\"836\" width=\"1254\" title=\"fm=f_DxnZPOm\" onerror=\"this.style.display='none'\" class=\"no-lazyload\" \/>\n\t<p>Trusts are very flexible and may be drafted to meet the specific intent of the individuals creating the trust and customized to meet the specific needs of trust beneficiaries. You can use trusts as a key element in a comprehensive estate and wealth transfer plan or to otherwise direct how your legacy will be managed and distributed after your&nbsp;death.<\/p>\n\t<p>Advanced estate planning and trust services require specific knowledge typically not provided by many financial advisors. Using trust services means collaborating with a third party that has your best interests in mind while the trust is set up through an attorney. Trust services&nbsp;include:<\/p>\n\t<ul>\n\t\t\t<li>\n\t\t\t\tInvestment management &#038; prudent diversification of account&nbsp;assets;\n\t\t\t<\/li>\n\t\t\t<li>\n\t\t\t\tPeriodic statements, annual tax reporting, and investment reporting; cash management, safe custody, and prompt distribution of&nbsp;assets;\n\t\t\t<\/li>\n\t\t\t<li>\n\t\t\t\tProcessing of capital changes such as stock dividends, splits, exchanges, and&nbsp;tenders;\n\t\t\t<\/li>\n\t\t\t<li>\n\t\t\t\tBill paying, automated deposits and disbursements&nbsp;(ACH and wire);\n\t\t\t<\/li>\n\t\t\t<li>\n\t\t\t\tIncome collection and&nbsp;allocation.\n\t\t\t<\/li>\n\t\t<\/ul>\n\t<p>Traditionally, advisors had to refer clients to other providers. The person appointed as your trustee should have the knowledge and capability necessary to administer sometimes complex arrangements and to meet the fiduciary duties and responsibilities that are imposed under trust law. If properly drafted by an attorney and administered by the trustee, a trust can ensure that trust assets are managed and distributed after your death as you had&nbsp;desired.<\/p>\n\t<p>CRN202102-244094<\/p>\n\t\t<h2>\n\t\t\tContact Us\n\t\t\t\t\t\t\t\t\t\t\t For More Information\n\t\t<\/h2>\n\t\t\t<a href=\"\/our-locations\/\" target=\"_self\" rel=\"noopener\">\n\t\t\t\t\t\t\t\tLocations\n\t\t\t\t\t\t\t<\/a>\n\t\t\t<a href=\"\/contact\/\" target=\"_self\" rel=\"noopener\">\n\t\t\t\t\t\t\t\tContact\n\t\t\t\t\t\t\t<\/a>\n\n","protected":false},"excerpt":{"rendered":"<p>Trust Services Transfer Your Wealth Safely Through Our Trust Services A trust is a fiduciary arrangement through which the trustee manages assets for the benefit of third parties. A trust is commonly used to transfer wealth to heirs or to favored charitable organizations. Insurance products, such as life insurance policies, annuity contracts, and disability policies,&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-180","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Trust Services \u2013 Magnolia Wealth Strategies, LLC<\/title>\n<meta name=\"description\" content=\"Magnolia Wealth Strategies, LLC offers different trust services for customers such as periodic statements and annual tax reporting. 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