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At UMB, we have a team of financial experts who can help you design a complete plan that will meet any and all of your trust needs. They can help you provide for professional management of your assets, avoid probate, minimize taxes for your beneficiaries and allow you to continue to help your favorite causes. UMB can help you set up virtually any kind of trust, below are just a few examples.
Secure the financial futures of generations to come with a trust that is designed to potentially last forever. You can provide for your beneficiaries for years to come while minimizing taxes.
Let us manage and safeguard your assets, disperse them to the appropriate beneficiaries and keep all records, pay all bills and provide all tax information.
Trust Under Will
Here we can collect and distribute assets, provide a source of income for a beneficiary or beneficiaries, and professionally manage and be responsible for the entire trust.
No matter the kind of trust you would like to create, UMB can be with you every step of the way.
For more information, please contact us via phone or e-mail.
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