Leave a trust that works according to plan.
To leave a meaningful legacy to your family or charity, you need someone you can count on to administer it through the years. Family members may lack the expertise to protect the trust from excessive taxation. They may also feel ill equipped to deal with friction that may arise from administering the trust.
You can provide confidence to your concerns by having the Day & Ennis team help plan the trust with your attorney. We can serve as sole trustee, co-trustee or successor trustee for revocable, irrevocable, charitable and special needs trusts.
Here are the areas we can handle:
- Portfolio creation and prudent investment management
- Cash management and bill payment
- Distributions to beneficiaries
- Consolidated asset reporting and record keeping
- Coordinate annual trust tax return preparation
We’ll help design your trust to help ensure you can preserve as much of your assets as possible, taking advantage of available tax benefits. And since we’re not a large financial institution, you’ll find us accessible to answer questions as they arise.
Please give us a call at (478) 474-7480 in Macon or 706-400-5763 in Blairsville to start planning your legacy in a trust.