Your Legacy Secured with Trust Solutions

In your journey to building a legacy that lasts the test of time, establishing the right trust and having it administered properly is a crucial step to this end.

At Franklin Madison Private Wealth, we understand the importance of utilizing the right trusts in your estate planning and wealth transfer strategies.

That’s why our Trust Advisory Services are designed to offer sophisticated solutions that provide flexibility, tax efficiency, and alignment with your long-term legacy and estate planning objectives.

The creation and administration of trusts are complex yet vital elements of effective estate planning.

Our approach is focused on providing you with tailored trust strategies that resonate with your unique legacy aspirations.

Here’s how:

• Customized Trust Creation: Every family’s legacy is different, and so are their trust needs. We specialize in creating customized trusts that meet your specific estate planning objectives, offering the right mix of flexibility and control.
• Leveraging Delaware Trust Laws: Delaware is renowned for its favorable trust laws. We leverage these laws to offer you a range of benefits, including investment flexibility, privacy, and potential tax advantages.
• Sophisticated Trust Strategies: Our expertise extends to a variety of trust strategies, including revocable and irrevocable trusts, charitable trusts, and special needs trusts, ensuring a solution that fits every aspect of your legacy plan.
• Tax-Efficient Trust Planning: Trusts can offer significant tax benefits. We guide you through the complexities of trust taxation, helping you maximize these benefits while remaining compliant with tax laws.
• Seamless Trust Administration: Beyond creation, the administration of trusts is key. In partnership with Charles Schwab Trust Company of Delaware, we provide comprehensive trust services, including detailed accounting and tax filing.
• Collaboration with Legal Experts: Establishing a trust involves intricate legal considerations. We work closely with legal professionals to ensure that every trust we create is legally sound and tailored to your needs.
• Family Involvement and Education: We believe in involving and educating your family about the trust process. Understanding the purpose and mechanics of trusts is crucial for the successful transfer and management of your legacy.
• Regular Reviews and Adjustments: As your life circumstances and laws change, so might your trust needs. We conduct regular reviews to ensure your trust strategies remain aligned with your evolving goals.
• Transparent Communication and Guidance: Our commitment to transparent communication ensures you’re always informed and comfortable with the trust strategies we implement.