Craig M Volk

Wealth Management Advisor

Trust Services

Trusts are legal arrangements that can ensure that your assets do just what you want them to do. Too few people realize the benefits that trusts may confer. A trust may be an appropriate solution if you have:

  • Inherited assets
  • Sold a business
  • Received proceeds from a life insurance policy
  • Taken a distribution from a retirement plan

Or if you want to:

  • Protect loved ones and distribute assets according to your wishes
  • Minimize exposure to taxes
  • Preserve a family business
  • Avoid the probate process and ensure financial privacy
  • Control the distribution of your wealth and fulfill charitable intentions
  • Provide long-term, consistent asset management