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Planning a Trust

One of the most important decisions in estate planning is who to name as trustee.

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How we can help?

With all the different financial service providers out there, each one is chomping at the bit to get a piece of your portfolio. Often times, investors can find themselves with their assets scattered about at different banks, insurance companies and brokerage firms. As a result, it becomes quite the exercise to coordinate and deal with different people in various aspects of your finances.

At Naples Wealth Planning, we want to help consolidate your trust accounts at the different institutions your using and work closely with your attorney and accountant. This will allow us to forge a document that will hold water and become rock solid. 

Capabilities

Naples Wealth Planning Advisors work closely with clients who require a corporate trustee. Our advisory firm leverages the administrative trustee services from Charles Schwab Trust Company of Delaware (CSTCD). NWP advisors retain the right as your advisor to make all investment management decisions for assets of eligible trusts, while CSTCD offers cost-efficient support by performing the fiduciary administrative duties for the trust.

Working closely with CSTCD, our clients benefit from the following:

  • Collaborative thinking—Consult with CSTCD’s knowledgeable, professional trust officers. Clients also receive an enhanced level of experienced service.
  • Professional knowledge—CSTCD has the expertise to administer the complexities of a trust.
  • Administrative objectivity—Having an objective, corporate professional fiduciary serve as trustee instead of an individual family member can avoid potential conflicts in trust administration.

Fiduciary administrative tasks include:

  • Income and principal distributions, made according to the trust document
  • Accounting and recordkeeping of all trust activity
  • Preparation and filing of federal and state taxes
  • Monthly reporting, detailing all trust assets and activity, for you and your clients

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Get access to our helpful retirement kit which includes several guides that address topics you should consider when planning your retirement.

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© 2023 Naples Wealth Planning, LLC (NWP). All rights reserved. Imprint Wealth, LLC (IW) d/b/a Naples Wealth Planning, LLC (NWP) is a Registered Investment Advisor (RIA) with the U.S. Securities and Exchange Commission (SEC) and headquartered in Mount Pleasant, SC and Naples, FL.

NWP offers Securities and Brokerage Services through Cape Securities, Inc. and American Global Wealth Management, Inc. (AGW) Member (FINRA/SIPC/ MSRB) and headquartered in McDonough, GA. Insurance products and services are offered through affiliate Naples Insurance Strategies, LLC, (NIS) and Avanti Insurance Solutions (AIS) Naples, FL. NWP does not provide tax or legal advice.