Trust and Estate Planning
Trusts can be a very sensible way to obtain professional investment management with a minimum of risk, tax exposure and day-to-day worry. A Trust is simply the means by which you assign legal title to, and fiduciary responsibility for, the disposition of your financial assets to another person or entity. That entity, usually a Trust services provider such as First Midwest Wealth Management1, is obligated to carry out these activities according to your wishes.
For more information about Trust and Estate Planning, contact a First Midwest Wealth Management Officer today.