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.

Fiduciary Services  

Financial Planning 

For more information about Trust and Estate Planning, contact a First Midwest Wealth Management Officer today.

Wealth Management Contact Us

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