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Protect your family’s financial legacy long after you are gone with a personal trust. A personal trust is a legal entity held and managed by one party—a trustee—for the benefit of another. A trustee can be an individual or professional corporate trustee.
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What Are the Benefits of Establishing a Personal Trust?
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What are the Specific Roles Involved in Being a Trustee?
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Reasons to Consider Appointing a Corporate Trustee
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Corporate Trustee* Fees
0.45 of 1.0% to as low as 0.25 of 1.0% annually
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Real Estate Trust Fees
An annual fee of $250 for the purchase or sale of each parcel with a $500 fee per transaction in addition to a tax preparation and closing fee.
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You and Your Estate Planning Professional:
• Appoint Christian Investment Advisors as your investment advisor
• Appoint our corporate trustee*[/vc_column_text][/vc_column][vc_column width=”1/3″][vc_single_image image=”10528″ img_size=”200×132″ alignment=”center”][vc_column_text]
Christian Financial Advisors® Responsibilities Include:
• Overseeing the relationship between you and your corporate trustee*
• Managing your investments in accordance with your trust[/vc_column_text][/vc_column][vc_column width=”1/3″][vc_single_image image=”10523″ img_size=”200×132″ alignment=”center”][vc_column_text]
Our Corporate Trustee*:
Performs fiduciary trust administration duties such as:
• Disbursements
• Tax reporting
• Statement production
• Bill paying[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column][vc_column_text]* Trust services provided through Advisors Private Wealth Trust. Advisors Private Wealth Trust is a corporate trustee offering exclusively for advisors who work with Schwab through a strategic relationship with National Advisors Trust Company, FSB. Advisors Private Wealth Trust is a Trust Representative Office of National Advisors Trust Company, FSB (NATC). Schwab and NATC are separate and unaffiliated companies and are not responsible for each other’s policies and services.
** Information obtained from Schwab, Inc., member FINRA/SIPC https://www.tdameritrade.com[/vc_column_text][/vc_column][/vc_row][vc_row row_seperator=”row-line-seperator” top=”30px” bottom=”30px” bg_color=”#163463″][vc_column width=”1/4″][vc_single_image image=”11189″ img_size=”full” alignment=”center” css=”.vc_custom_1594328915850{border-radius: 2px !important;}”][/vc_column][vc_column width=”1/2″][vc_column_text]
Schedule an initial appointment.
Learn more about Christian Financial Advisors® and how to get started.
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Tell Me More About Personal Trusts
[/vc_column_text][vc_empty_space height=”15px”][gravityform id=”6″ title=”false” description=”false” ajax=”false”][/vc_column][/vc_row][vc_row][vc_column][vc_custom_heading text=”SERVICES” font_container=”tag:h5|font_size:20px|text_align:left” use_theme_fonts=”yes” css=”.vc_custom_1686605389189{margin-bottom: 0px !important;}”][vc_custom_heading text=”What We Do” font_container=”tag:h2|font_size:40px|text_align:left” use_theme_fonts=”yes” css=”.vc_custom_1686605403137{margin-bottom: 20px !important;}”][vc_column_text]With our ongoing Biblically responsible investment management and financial planning processes, we stay by your side through the years to help you wisely pursue your financial goals, one step at a time. As life happens, we help you make the necessary adjustments to stay on track. We believe financial planning and investment management is a journey, not a destination.[/vc_column_text][vc_empty_space height=”50px”][ultimate_carousel slide_to_scroll=”single” slides_on_desk=”3″ slides_on_tabs=”2″ slides_on_mob=”1″ autoplay=”off” el_class=”carousel-boxes” adaptive_height=”on” item_space=”0″][vc_row_inner el_class=”boxes-equal”][vc_column_inner][bsf-info-box icon=”Defaults-money” icon_size=”32″ icon_color=”#619248″ title=”Fees & Service Tiers” read_more=”box” link=”url:https%3A%2F%2Fspinupwp.christianfinancialadvisors.com%2Fservices%2Ffees-service-tiers%2F|title:Fees%20%26%20Service%20Tiers” hover_effect=”style_2″ el_class=”aio-services custom-icon aio-invoice-dollar” desc_font_color=”#444751″]Christian Financial Advisors® offers tiered services based on total assets under management, providing investment management and financial planning for your unique financial journey.
Click here to learn more[/bsf-info-box][/vc_column_inner][/vc_row_inner][vc_row_inner el_class=”boxes-equal”][vc_column_inner][bsf-info-box icon=”Defaults-list-alt” icon_size=”32″ title=”Investment Services” read_more=”box” link=”url:https%3A%2F%2Fspinupwp.christianfinancialadvisors.com%2Fservices%2Finvestment-management-services%2F|title:Investment%20Management%20Services” hover_effect=”style_2″ el_class=”aio-services custom-icon aio-chart” desc_font_color=”#444751″]We tailor your investments to align with your Christian values, financial objectives, and risk attitude, ensuring your money is optimally working for you!
Click here to learn more[/bsf-info-box][/vc_column_inner][/vc_row_inner][vc_row_inner el_class=”boxes-equal”][vc_column_inner][bsf-info-box icon=”Defaults-road” icon_size=”32″ title=”Financial Planning” read_more=”box” link=”url:https%3A%2F%2Fspinupwp.christianfinancialadvisors.com%2Fservices%2Ffinancial-planning-services%2F|title:Financial%20Planning%20Services” hover_effect=”style_2″ el_class=”aio-services custom-icon aio-road” desc_font_color=”#444751″]Our team of Christian financial advisors will design a plan to evaluate your current financial situation and direct you toward Kingdom-focused financial freedom.
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Click here to learn more[/bsf-info-box][/vc_column_inner][/vc_row_inner][vc_row_inner el_class=”boxes-equal”][vc_column_inner][bsf-info-box icon=”Defaults-group users” icon_size=”32″ title=”Estate Planning” read_more=”box” link=”url:https%3A%2F%2Fspinupwp.christianfinancialadvisors.com%2Fservices%2Festate-and-inheritance-planning-in-wealth-management%2F|title:Estate%20Planning” hover_effect=”style_2″ el_class=”aio-services custom-icon aio-family” desc_font_color=”#444751″]Estate planning sets your asset transfer roadmap at death, while avoiding potential pitfalls. We assist in this complex task, coordinating with your attorney.
Click here to learn more[/bsf-info-box][/vc_column_inner][/vc_row_inner][vc_row_inner el_class=”boxes-equal”][vc_column_inner][bsf-info-box icon=”Defaults-money” icon_size=”32″ title=”Planned Giving” read_more=”box” link=”url:https%3A%2F%2Fspinupwp.christianfinancialadvisors.com%2Fservices%2Fplanned-giving-in-wealth-management%2F|title:Planned%20Giving” hover_effect=”style_2″ el_class=”aio-services custom-icon aio-hand-holding-dollar” desc_font_color=”#444751″]Planned giving crafts generational legacies and optimizes tax benefits using strategies like Donor Advised Funds, Charitable Trusts, etc., fostering income growth & a lasting legacy.
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