Distributing Assets to Loved Ones
A Trust provides managed distribution of your assets while you are living (a living trust) or upon your death (testamentary trust/trust under will). Trusts specify the provisions for investment management and distribution, while assets are held according to your wishes. Trusts can also serve other purposes, like caring for minors or beneficiaries with special needs; providing educational funds for grandchildren; or giving support for charitable organizations.
Choose a Professional, Responsible Trustee
Your trustee will be responsible for distributing assets to beneficiaries according to your directions. It can be a complex task requiring both financial and legal expertise.
Rest assured, if you need assistance, we can serve as professional trustee for you. Our role will be to impartially invest, manage, and distribute trust property, giving you added peace of mind.
- Living Trusts
- Testamentary Trusts
- Educational Trusts
Apollo Trust invites you to learn more by contacting our trust department.
Lisa R. Ferguson, CTFA
Assistant Vice President, Trust Officer and Financial Advisor
Investment products may not be FDIC insured and are not guaranteed by a bank or any other entity.