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Trust & Estate Services

Trust and Estate services involve creating strategies to protect and distribute your assets according to your wishes. We help you establish trusts, draft wills, minimize estate taxes, and ensure that your legacy is preserved for future generations.

Trust & Estate Services

Are you prepared for what may come next? By having an estate plan, your wealth can help secure your family’s financial future and support the charities, organizations and causes that matter to you.


At Investco Financial, we can help you create an estate plan to map out how your estate and assets will be distributed upon your death. Your estate plan reflects your unique needs, wants and wishes. It can help:

  • Keep a business, property or cherished asset in the family

  • Protect assets and help others make decisions on your behalf

  • Provide ongoing management of your affairs

  • Minimize the tax burden for those inheriting your wealth

  • Fulfill your philanthropic goals and create your personal legacy


Estate Planning – We take the time to understand your circumstances, wishes and intentions. With that in-depth knowledge, we can provide Will and estate planning recommendations that are consistent with your objectives. Depending on your situation, this may include:

  • Tax-efficient strategies to transfer your wealth to your chosen beneficiaries

  • Determining potential trust options that may be appropriate

  • Considering options for charitable giving to leave a lasting legacy

  • Reviewing asset ownership structures and planning for taxes at death

  • Considering potential insurance strategies and coverage needs

  • Evaluating your objectives based on your current financial situation

  • Different methods for transferring your assets

  • Reviewing your existing Will and estate plans to ensure they still meet your wishes and objectives

  • Planning considerations to help preserve family harmony or address unique family situations


Is a trust right for you?

Many people use a trust to control their assets now and provide for professional management if they become incapacitated. Establishing and managing a trust can be a complex process, so we’ll guide you through your choices. We’ll show you different scenarios and trade-offs—then help you connect the dots to make more informed choices.


Trust features and benefits:

  • Flexibility  â€“ Trusts can be customized to your specific circumstances.

  • Control and continuity – Trusts are binding legal documents and your instructions must be followed—while you are living, if you become incapacitated and after you die.

  • Privacy – Trusts can help confirm the smooth transition of your assets and the privacy of your affairs.

  • Tax efficiency – Trusts may help you and your beneficiaries avoid or minimize gift taxes, estate taxes or generation-skipping transfer taxes.


Setting up a trust

A trust makes sure your assets are distributed to your loved ones—or causes you care about—according to your specific wishes in a confidential, tax-effective way.

We can help you set up a trust to:

  • Provide for yourself, your spouse, children or other minor family members

  • Protect the future of family members with a physical or mental disability

  • Donate to a charitable cause

  • Maintain confidentiality when it comes to your financial affairs

  • Achieve certain tax advantages


Trustee services

Whether we act as sole trustee, co-trustee or successor trustee, we also provide a full range of services to protect and administer your trust. These include:

  • Investment management for assets within a trust

  • Impartial and empathetic approach to decisions affecting beneficiaries

  • Safekeeping of trust assets

  • Continuity of trust management across multiple generations


Co-executor services

You can appoint us in your Will to act alongside another person to carry out your wishes. This is ideal for individuals who:

  • Are considering who to appoint as the executor for their estate

  • Want a close friend or family member involved but don’t want to burden them with administrative tasks

  • Prefer that a professional handles all the technical aspects of their estate settlement and makes decisions jointly with the person chosen as co-executor


Wealth preservation

Trusts and thoughtful planning can help you address concerns about protecting assets in the event you become incapacitated, providing for retirement or protecting your family’s inheritance.


Wealth transfer

Transfer wealth from one generation to the next with a trust. You may also use a trust to distribute your assets to intended heirs and causes you want to support. Let us help you create your desired legacy.

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