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One of the most important decisions in estate planning is who to name as trustee.
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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.
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:
Fiduciary administrative tasks include:
A trust is a legal relationship in which one or more persons or entities (trustees) holds legal title to property and manages it for the benefit of one or more persons or entities (beneficiaries).
A trust can potentially accomplish a wide variety of objectives:
There are many types of trusts available, depending on your and your family’s unique needs. Your attorney or estate planner can help you determine which type of trust is the best choice for you; your NWP Advisor can help you establish the trust with our trusted Custodian.
Get access to our helpful retirement kit which includes several guides that address topics you should consider when planning your retirement.
Naples Wealth Planning offers securities through World Equity Group, Inc., member FINRA / SIPC, a Registered Investment Adviser
Investment Advisory Services offered through Capital Rock Financial, LLC dba Naples Wealth Planning.
Capital Rock Financial, LLC dba Naples Wealth Planning is not owned or controlled by World Equity Group, Inc.
World Equity Group, Inc. does not provide tax or legal advice.
