Trust
Accounts
Trust accounts can be set up to provide answers to numerous financial
situations including: estate planning issues, taxation deferment,
charitable bequeaths, and business planning issues.
The two general categories of trusts are intervivos trust and testamentary
trust.
An intervivos trust is a trust account that is established by the
settlor while they are alive.
A testamentary trust is created by a person, as a result of their
death, as established through the direction of a will.
Whatever your trust account needs, the representatives at W.P.G.
can provide you the knowledge and product, and referrals to help
you establish and efficiently manage your trust.
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