A trust is a customized legal document that is used in estate planning for individuals and families to meet their financial needs and goals. Trust and estate plans form the foundation for preserving and protecting wealth for future generations. They are used in the safekeeping of assets, providing for financial security in retirement, or reducing the tax consequences of transferring assets to heirs.
A trustee is the fiduciary chosen to oversee the day to day management of property owned by a trust for the benefit of the trust beneficiaries. The trustee can be a family member, a professional or a trust company.
Determining who will execute your wishes and intentions is important for the successful implementation of your estate plan. Two Rivers Trust Co. can act as a Trustee, Co-Trustee, Successor Trustee or Agent for Trustee. Two Rivers Trust provides personal face-to-face attention, support and direction for you and your loved ones when establishing and implementing your trust plans.
Why Two Rivers Trust Co.?
Two Rivers Trust Co. ® 744 Horizon Court Suite #350, Grand Junction, CO 81506