Individuals & Families

Your Janney Financial Advisor and our experienced financial and estate planning professionals can help de-mystify trusts and help you understand your estate planning options.

Existing Trusts
In cases of an existing trust, beneficiaries often find that they are not getting the service they deserve, or indeed, what they need, for the trust to carry out its true purpose. Asking a trust beneficiary the simple question: "Are you satisfied with the trust services that you are currently receiving?" can provoke a call to action. In certain cases, it is possible to bring in new management to your trust. Our team of in-house, professional specialists and experienced strategic partners can help you determine if a change can be made to your current trustee.

In working with our strategic partners, Pennsylvania Trust and RBC Trust Company as Corporate Trustee, clients can receive custody and trust administration on a variety of trusts including:

• Bypass or Credit Shelter Trusts
• Life Insurance Trusts
• Special Needs Trusts
• Dynasty Trusts
• Grantor Trusts
• Living Trusts
• Asset Protection Trusts

Considering a Trust?
Under the right conditions, trusts can help reduce taxes, protect assets and carry out your final wishes. When establishing a trust, your entire financial picture must be considered and working with your attorney alone could result in missed estate planning opportunities.

Completing an estate plan prior to establishing your trust will allow your Financial Advisor and Janney’s estate planning professionals educate you on all of your trust, will and estate planning options. This will help ensure that you receive a properly executed trust that fully meets your needs and that the trust is written with the necessary balance of control and flexibility to ensure that your heirs receive the benefits of your legacy. 

Contact a Janney Financial Advisor to learn more about trusts.