Trust Services
Trusts Are a Valuable Tool
A trust is a flexible tool for achieving a number of desirable financial objectives. One objective could be to maximize the amount of wealth that can be transferred to children or grand-children. Another could be to combine this objective with charitable intent and the desire to give to one’s community. Choosing the right trust for the right objective and customizing it to your specific situation may help minimize probate fees, mitigate income & estate taxation, or help protect assets and preserve wealth during your lifetime and for future generations.
We Provide You With The Right Relationships
Meritage has a number of relationships with leading trust services providers. In addition to helping you with customized trust solutions, these providers are skilled in delivering expert trust services from an extensive menu of valuable offerings:
- Establishment & maintenance of revocable & irrevocable trusts
- Fiduciary expertise
- Trust administration
- Investment advice & management
- Personal bill-pay services
Our trust company relationships include the following: