Good If You...

  • Want Greater Control of the Disbursement of Your Assets After Death
  • Wish to Establish Asset Protection and a Steady Source of Income for a Surviving Spouse or Heir
  • Are Looking for Certain Tax Advantages, Such as Minimizing Your Estate Tax Exposure1


  • Established by Your Will Upon Your Death
  • Personalized to Control How Assets Are Distributed to Heirs
  • Could Provide a Source of Income for a Surviving Spouse, Minor Child or Disabled Heir
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FREE Consultation

Call Wealth Management & Trust Services at 731.287.4239


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1 Consult a qualified tax professional for details.

Not FDIC Insured • Not Bank Guaranteed • May Lose Value • Not Insured by Any Federal Government Agency • Not a Bank Deposit