Our overall approach is to provide you with expert advice and unrivaled service in estate and trust administration. Our skilled investment, estate, and trust professionals will work closely with you and your other professional advisors to help you build, preserve, and share your wealth.

Benefits of a Trust

A trust or estate plan benefits anyone who owns property such as a home, car, bank accounts, investments, business interests, retirement plan, collectibles, etc. The implementation of such plans can help you:

  • Manage and administer your assets in the event you become incapacitated and can no longer handle financial responsibilities for yourself
    • A trust can outline and provide care for you and/or your spouse should either of you become incapacitated.
    • It can also help ease the transition when you lose a loved one.
  • Address concerns of confidentiality
    • Establishing and funding a trust as part of your estate plan allows the assets in the trust to avoid probate.
  • Complete your taxes
    • Loft Advisors can provide tax-efficient cash flow through contributions and distributions.
    • We can also expedite tax-efficient transfers of wealth to heirs and provide privacy by avoiding probate.

Trust Administration

You may choose Loft Advisors to be named in your lifetime trust agreement as corporate trustee or in your will as executor. We provide impartiality in decisions that are frequently emotional. We provide continuity and stability in situations where involved individuals cannot. Your Loft Advisor team is dedicated to protecting your assets and fulfilling your intentions. Every situation is unique. Working with the professionals at Loft Advisors can help you find clarity in your financial complexity.

Please note: securities are not insured by the FDIC or any other bank insurance, are not deposits or obligations of the bank, and are subject to risks, including the possible loss of principal.

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