Trustee Services

How do you want to support the people and organizations you love? Our trust professionals are here to help.

When a trust is created, you can feel confident that your assets will be passed on as you instructed.

Ask the Right Questions 

We will work with your attorney, accountant and other professionals to ensure your plan is executed as you wish. 

  • Maximize your contributions to heirs or charitable causes 
  • Minimize your tax exposure and reduce estate tax payments while managing assets in your trust account 
  • Specifically define how your assets will be distributed 
  • Assist your family by taking care of complex estate settlement issues 
  • Provide instructions in the event you are incapacitated or unable to manage your own affairs

Securities offered through Money Concepts Capital Corp. Member FINRA/SIPC. Premier Wealth is an independent firm not affiliated with Money Concepts Capital Corp. Not FDIC Insured. Not a Deposit. May Lose Value. Not Guaranteed by the bank. Not Insured by Any Federal Government Agency.