Living Trusts

 

Creating Peace of Mind with Living Trusts.

Freedom and Protection.

Many individuals enjoy the freedom a living trust can allow. If you go abroad for business, or if you travel for a prolonged period of time, or if you become ill or incapacitated, you can authorize us to pay household bills, pay taxes, hire staff to maintain your home or provide any other assistance you may require.

Timeliness.

A particular advantage of a living trust is realized when the trust assets are distributed to your beneficiaries. Since the assets are already held in trust they are transferred immediately upon your death, without the delays associated with probate. If you choose to have your trust continue beyond your lifetime, it will become an immediate source of continuing income and support for your spouse, a child or others whom you designate.

INVESTMENT PRODUCTS:
NOT FDIC INSURED • NOT A DEPOSIT
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT BANK GUARANTEED • MAY LOSE VALUE

Privacy.

A trust arrangement is a private agreement. Generally its terms remain confidential. In contrast, your will is private only until the time of your death. It then becomes a matter of public record. If there are elements of your estate that you prefer to keep private, such as percentage of business holdings, or the value of assets transferred to a beneficiary, this information can be protected in the trust agreement.

 

Related Links

Investment Management

Estate Planning

Charitable Giving

Trust Services

 

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210.283.6500 • Outside San Antonio call toll-free 800.531.7650
1177 N. E. Loop 410, San Antonio, Texas 78209

*Estate Planning is a team effort. Your team might include an attorney, accountant, trust officer, financial planner, investment advisor and your insurance professional.