Wealth and estate planning can be full of challenges. But it doesn’t have to be. Through Safe Money Trust, you can benefit from comprehensive solutions, personalized service, and a simplified process.
SafeMoneyTrust.com connects you to a complete suite of professional trust services, administered by experienced professionals with deep knowledge of fiduciary matters. Together with a trusted affiliate, we work closely with our clients to help them establish their goals and attain them in the way they intend. With over $3 billion in assets under management, our affiliate is an experienced, respected leader within the fiduciary services space.
Safe Money Trust understands our mission is to simplify your affairs and to help you attain your long-term objectives. If you would like to learn more about our services, please fill out the form or call us at 877.476.9723. A trusted associate will be glad to assist you.
Complete Trust Services
At Safe Money Trust, we understand there are difficult decisions to be made in these matters. With our services, experienced professionals will help you every step of the way. We handle all aspects of fiduciary services:
- Trust administration
- Estate administration
- Specialized needs trusts or guardianships
- Tax planning & other tax-related services
- Financial planning
Trust and Estate Planning
One concern in estate planning is tax liability. Without proper measures, tax obligations at federal and state levels can be quite imposing. Excessive income and estate taxation can greatly erode the value of assets left to beneficiaries.
Of course this is not the only challenge a wealthy family might face. Persons of affluence can shoulder many concerns:
- Efficient transfer of wealth to future generations
- Passing ownership of an enterprise to a family member
- Managing affairs for persons unable to do so themselves
- Taking care of real estate holdings
After learning of a client’s family history, circumstances, objectives, and financial conditions, we can find and implement effective, individually-tailored solutions. Safe Money Trust is committed to providing clients with the ongoing comprehensive support, professional service, and peace of mind they need. If you need guidance with determining suitable retirement income strategies, we can help with that, as well.
Safe Money Trust offers the benefit of:
- Affiliation with an organization specializing in all manner of trust and estate planning and administration
- Complementary, professional collaboration with existing advisors, counselors, and other parties representing your interests
- A single-source for meeting trust & estate planning, estate & trust administration, and financial planning needs
- A unwavering dedication to highest-level client service
- Impartial and reliable administration of trust agreements and estate transfers
- Uncompromising ethics and conscientious service philosophy
We would be glad to learn of your unique needs, and to discuss how we can serve you. If you have any inquiries, please do not hesitate to call us at 877.476.9723.