In-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. The Wealth Planning Group Inc. can provide you the knowledge and product, and referrals
to help you establish and efficiently manage your trust.
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