Wealth Management & Trust Services |
Existing Trust Service AccountsLOGINManaging your wealth, one generation at a time.Whether it’s identifying estate-planning needs, administering trusts or providing advisory services to help transition your legacy, we’re here with the products and services you need. A dedicated team of specialists will get to know you and your specific needs. The personal attention you receive will help you grow and protect your wealth, giving you the peace of mind to focus on what really matters to you. Generations of families have relied on LegacyTexas to manage assets and provide property administration. Today, your asset management needs may be quite sophisticated and your beneficiary relationship complex. More than ever, you need an experienced fiduciary. LegacyTexas can help you achieve your unique goals and create a meaningful legacy. Our trust and asset management services include:
Contact a Trust Services expert at trust@mylegacytexas.com to learn more. |
Trust and Estate AdministrationPersonal TrustA trust is an effective tool for managing your assets during your lifetime and for the benefit of your loved ones after you are gone. A personal trust can hold and manage assets and pass those assets on to heirs as instructed, and can provide significant tax advantages to help you preserve those assets. Our trust specialists at LegacyTexas can help manage the following issues related to personal trusts:
By naming LegacyTexas as your trustee, you and your beneficiaries will benefit from the knowledge and expertise our team will commit through specialized service. EstatesGood estate planning uses a combination of products, services and advisors to help you incur minimum expenses and provide for your loved ones for the future. An important part of your estate planning is selecting a representative to settle your estate according to your intentions. Services we provide include:
LegacyTexas can also help beneficiaries revise their own financial plans once the assets have been distributed. Above all, family members can count on us to listen carefully, to explain complicated procedures, and to give personal attention to your situation. Living TrustsA Living or Grantor Trust is a valuable estate-planning tool that assures proper management of your assets during your lifetime. These come in many different forms and can be created to benefit you, your spouse, or other named individuals. And, if you choose, it can continue beyond your lifetime to provide for loved ones. A Living or Grantor Trust can relieve you of investment chores, give you financial protection if you become ill or incapacitated for a prolonged period, and minimize delays and expenses at your death. Used wisely, it can reduce a couple’s estate tax bill and is commonly designed to avoid probate. You have worked hard to acquire your assets. Let LegacyTexas help make sure you maintain control, which will create peace of mind for the future. We can also help beneficiaries revise their own financial plans once the assets have been distributed. Above all, family members can count on us to listen carefully, to explain complicated procedures, and to give personal attention to your situation. Special Needs TrustsSpecial Needs Trusts are established to provide supplemental income to a disabled beneficiary while preserving government benefit eligibility. Government benefit recipients can retain only a minimum amount in assets. Special Needs Trusts are designed to provide for additional needs such as:
As a trustee, the dedicated administrators at LegacyTexas will work to meet the needs of your unique family dynamic while helping to maintain the integrity and optimal quality of life for the beneficiary. GuardianshipsCourt-ordered guardianships protect the assets of those who are unable to handle their own financial responsibilities, typically children or disabled adults. A financial guardian is responsible for managing all assets in a prudent manner. LegacyTexas is an impartial and experienced provider of the following financial services:
The professional staff at LegacyTexas takes pride in a reputation of stability and integrity with the highest ethical standards when accepting the obligations required of a guardian. Contact a Trust Services expert at trust@mylegacytexas.com to learn more. |
Investment Sweep AccountsContact a Trust Services expert at trust@mylegacytexas.com to learn more. Non-deposit investment products are Not FDIC Insured, are Not Deposits, are Not Bank Guaranteed, are Not Guaranteed by Any Federal Government Agency, and May Lose Value. |