Reach Your Financial Goals
by Creating a Trust

A Trust is a financial planning tool that protects your assets during your lifetime and can provide financial security for your beneficiaries in the future. A Trust can ensure that your life wishes are met and your loved ones receive care with compassion during their lifetimes according to your wishes.

There are other reasons for choosing a Trust, as well: peace of mind, relief from the responsibilities of protecting and managing assets, planning for contingencies and arranging for meaningful charitable giving to name a few examples.

Some of the principal advantages are:

• Financial protection for you and your family members.

• Opportunity to create an abundant and worry-free financial life.

• Professional investment and property management.

• Obtain tax savings and avoid probate.

A Trustee is Your Financial Advocate

As your financial advocate and fiduciary, your Trustee may be granted very broad or very limited powers. It is entirely up to you. In either case, the law holds your Trustee to an extremely strict standard of care in performing Trust functions. Generally, your Trustee will:

• Hold and protect Trust property.

• Invest the Trust assets.

• Distribute Trust income and/or principal as designated by you in the Trust Agreement.

• Make tax decisions concerning the Trust.

• Keep records of all Trust transactions.

• Issue statements of account and tax reports to the Trust participants.

• Serve as a resource to you and your beneficiaries.

Competence and compassion are what makes one Trustee more effective than another. Competence comes from our team's professional knowledge of the Trust administration process and vast experience with that process. We bring a heightened level of security to the management of your financial assets. Compassion comes from our genuine concern for the well being of our clients. You will be treated as one of the family.

We have the life experience to understand that our most important job is to steward your wishes and help you fulfill the dream you created for yourself, your family, friends and community.

Your Trust is an Effective Financial Tool

The type of Trust you choose will determine the nature of your agreement with GTRUST and our role in helping you achieve personal financial success. Our Trust services include:

Trustee of Living Trust - A Living Trust is used to manage assets in a way that provides protection for you and your family. A Living Trust is flexible, allowing you to decide the exact level of asset management and protection you want and your family needs. Your revocable Living Trust can be revised or even terminated as life circumstances change.

Successor Trustee - You may wish to designate GTRUST as Successor Trustee. This brings you peace of mind knowing that we will act according to your wishes no matter the circumstance. Our company will never become ill or otherwise be unable to meet the obligations defined by your Trust.

Trustee of Trust Under Will - Your Will may include provisions to create a Testamentary Trust for the benefit of one or more family members upon your demise. As Trustee Under Will, GTRUST will work with the court to see that your wishes are met and your designated beneficiaries receive assets as you intended.

When it comes to serving as a Trustee, we are caring experts. Our staff has decades of experience in Trust management and the requisite investment proficiency to create and maintain your financial success far into the future.

We also have the life experience to understand that our most important job is to steward your wishes and help you fulfill the dream you created for your family, friends and community. We take particular pride in our high-quality Trust services and the compassionate sense of duty inherent in our team.