Sentinel Trust Company, LBA’s Post

Sentinel Trust serves as trustee, co-trustee, executor, and agent in fiduciary matters. We are qualified as a corporate trustee, chartered by the State of Texas, and under the supervision of the Texas Department of Banking. For wealthy families, trusts are rarely standalone entities. Sentinel Trust thinks about fiduciary administration and investment in the context of the family’s entire multigenerational wealth planning. We embrace complexity and administer trusts that hold complex and illiquid assets such as family businesses, family limited partnerships, real estate, and oil and gas. We often administer trusts where assets include residences and other personal use property that have been placed there for estate tax savings. On multiple occasions, we have coordinated the decanting and reformation of trusts to maximize tax benefits and simplify structures. #sentineltrustcompany #togetherfamiliesprosper #wealthmanagement #multifamilyoffice #investmentstrategy #fiduciary #fiduciaryservices #trustee

For wealthy families, trusts are rarely standalone entities. Sentinel Trust thinks about fiduciary administration and investment in the context of the family’s entire multigenerational wealth planning. We embrace complexity and administer trusts that hold complex and illiquid assets such as family businesses, family limited partnerships, real estate, and oil and gas. We often administer trusts where assets include residences and other personal use property that have been placed there for estate tax savings. On multiple occasions, we have coordinated the decanting and reformation of trusts to maximize tax benefits and simplify structures. https://lnkd.in/eAUqieYK #sentineltrust #togetherfamiliesprosper #houston #boutiquetrustcompanies #wealthmanagment #trusts #investments #realestate

Safeguarding Your Legacy Trusts are becoming a vital tool in the protection of family assets. Learn how they can play a crucial role in preserving your legacy for generations to come with our free guide, available on our website. Read it here: https://lnkd.in/dJEXSJm5 Contact us here: 📞: (0) 1892 506 891 💻: www.blazerfinancial.co.uk #finance #financialadvice #uk #financetips #wealth #wealthmanager #wealthmanagement #LegacyWealthPlanning #EstatePlanning #WealthPreservation #FinancialPlanning

🔍 What is a Trust? 🔍 A trust is a legal arrangement where assets are managed by a trustee on behalf of beneficiaries. It can help with asset protection, estate planning, and tax management. There are various types of trusts—family trusts, unit trusts, and more—each serving different purposes. Setting up a trust may be a smart way to protect your wealth and secure your family’s financial future! Speak to us today to find out if a trust is right for you. #HolzworthPartners #Trusts #WealthManagement #EstatePlanning #FinancialAdvice 📞 07 3999 9751 🌐www.holzworth.com.au This post contains general information; please keep in mind that the strategy or products discussed may not be suitable for your individual circumstances.

GLW Financial Definitions: Trust A trust is a legal arrangement that creates a separate entity which can own property and is managed for the benefit of a beneficiary. A living trust is created while its grantor is still alive. A testamentary trust is created upon the grantor’s death—usually by another trust or by a will. Using a trust involves a complex set of tax rules and regulations. Before moving forward with a trust, consider working with a professional who is familiar with the rules and regulations. If you want to learn more about investing and market terms or have questions about how to manage your wealth for posterity, contact Great Lakes Wealth today! Visit our website for more information: ➡️ www.greatlakeswealth.us/ #GreatLakesWealth #Trust #Investing #Market

For many people ensuring that financial assets are passed to their loved ones after they die is of key importance. We can advise on the appropriate steps to enable the transfer of assets from one generation to the next and preserving family wealth 👏🏼 Here at Crane and Walton - we can offer expert advice on: ☑ Creating a Family Trust ☑ The Transfer of Property ☑ Joint Tenancy Find out more about family trusts and asset protection below. https://lnkd.in/ezgM7D2J

Estate planning involves thoughtful decisions, and trusts can be a valuable tool for asset management and beneficiary protection. However, understanding the key differences between revocable and irrevocable trusts is crucial for making the right choice for your unique situation. • Revocable Trusts: Maintaining Control - Offer flexibility to manage assets throughout your lifetime. - You retain the power to modify beneficiaries, add/remove assets, or revoke the trust entirely. - Important to note: Assets within the trust are still considered part of your estate for tax purposes. • Irrevocable Trusts: Prioritizing Protection - Provide valuable asset protection from creditors and potential reduction in estate tax burden. - Once established, you relinquish control – the assets belong to the trust, not you. Choosing the Right Trust: A Collaborative Approach • Determining the ideal trust type requires careful consideration of your goals. - Seeking adaptability for changing circumstances? A revocable trust may be suitable. - Prioritizing asset security or minimizing tax implications? An irrevocable trust could be the answer. We're Here to Help Our team can guide you through the complexities of trust options and tailor a plan that aligns perfectly with your financial and legacy objectives. Call us today to learn more: scollins@legacyonelaw.com (323) 405-7017 www.legacyonelaw.com #EstatePlanning #Trusts #FinancialSecurity #LegacyPlanning

Trust Plans are NOT exclusively for the ultra-wealthy. They are versatile tools that can benefit a wide range of individuals, not just those with significant assets. Here are 5 signs you should consider a Trust Plan: 🔹 You want to ensure your family’s financial security and smooth transfer of assets. 🔹 You prefer to keep your financial affairs private, away from public probate records. 🔹 You are looking for a flexible way to distribute assets to beneficiaries over time, not just as a lump sum. 🔹You’re interested in strategies to minimize estate taxes and maximize what your beneficiaries receive. 🔹You wish to protect your assets from creditors or legal disputes. Trusts offer strategic advantages for asset management, protection, and estate planning that can apply to anyone interested in securing their financial future. They provide clarity, control, and efficiency in how assets are distributed to beneficiaries, potentially reducing or eliminating probate costs and delays. …and the best part of it, they can be customized to meet your individual needs and goals. Let's explore how a Trust Plan can work for you. Contact us! 📩 info@truststvincent.com #trustplanning #estateplanning #assetmanagement #wealthmanagement

Despite a Court Tossing Out Private Fund Rules, Advisors May Still Follow its Guidance by Elaine Misonzhnik | As seen on www.wealthmanagement.com… "The Fifth Circuit Court of Appeals struck down the SEC’s Private Fund Adviser Rules this week, but clients still need transparency..." - - #taxplanning #taxplanningservices #rias #financialadvisor #financialadvisors #RIA #brokerdealer #financeindustry #financecareer #financeprofessionals #clientrelations #ria #practicemanagement #clientretention #fiduciaryduty #sec #advisormarketing #socialmediamarketingforadvisors #trust #401k #privatefunds #SEC #privatefundadvisorrule

Let's talk trusts! In a trust assets are held and managed by a trustee to benefit another person. They can offer huge benefits when it comes to estate planning and passing wealth to your loved ones. In our latest magazine, we share insight into how trusts can benefit you and your family. Read it here -> https://bit.ly/42veBrW #trusts #estateplanning #financialadvice #planningforthefuture