Trust Services

At Security Trust & Investments, we help grow your wealth according to your wishes. We work with you and your tax and legal advisors to develop the best strategies to reach your goals.

A trust allows you to:

• Avoid probate.
• Manage and direct your assets.
• Provide for a spouse after your death.
• Create security for your family until they’re financially mature.
• Realize tax advantages.
• Control how your assets are distributed.

Trust Accounts

Security Trust & Investments is pleased to act as trustee, ensuring our clients’ objectives are met and wishes are fulfilled. We serve many types of accounts:

• Revocable trust (living trust)
• Charitable trust
• Irrevocable trust
• Marital trust-QTIP trust
• Generation skipping trust
• Bypass trust
• Private foundation
• Special needs trust
• Qualified terminable interest property (QTIP)

Whether you need assistance setting up a trust to meet your specific needs, or a corporate trustee to carry out your wishes, Security Trust & Investments is honored to help

Using a trust provides peace of mind and continuity in the handling of your estate and the preservation of your wealth. We encourage you to:

• Speak with a trust advisor about your needs.
• Ensure your values are reflected in your estate plan.
• Partner with a fiduciary to preserve and grow your assets.
• Revisit and evaluate your retirement plan.