You've made choices in your life and in your career that have helped you accumulate financial resources. But success brings more choices about how to care for these assets to ensure they fulfill your goals. You may hope to enjoy a comfortable lifestyle today while protecting your wealth for the future. Having the right trust and team of professionals in place may simplify your financial picture. While estate tax savings can be a significant benefit of personal trusts, trusts may also simplify your finances, allow for greater control over when and how your assets go to heirs or others, and offer protection and privacy over financial assets.
At ING Trust, we offer personal trust administration and investment management services coupled with responsiveness and personal attention. We work as part of your team of professionals including your financial, legal and tax advisors to ensure your financial future is carefully planned and managed.
ING Trust may serve as sole trustee, co-trustee, successor trustee, agent or custodian for your assets. As your trustee, ING Trust accepts legal responsibility for carrying out the terms of your trust as well as performing trust tax accounting, professional investment management and ongoing trust administration. By choosing ING Trust as your corporate trustee, you and the beneficiaries of your trust benefit from our significant financial and fiduciary experience. We provide continuity and impartiality that are unique to an experienced corporate trustee. Our full line of services includes:
- Revocable Living Trusts
- Irrevocable Trusts
- Charitable Remainder Trusts
- Testamentary Trusts
- Special Needs Trusts
- Marital and Family Trusts
- Irrevocable Life Insurance Trusts
- Court Appointed Trusts
- Investment Management and other types of Agency Accounts
- IRA Rollovers/Transfers
- Trusteed IRAs
- Estate Administration
- Escrow Agency
One of the decisions involved in managing a personal trust is selecting a professional asset manager. ING Trust has a sophisticated investment team which will manage the investments for you, with direction on risk tolerance from beneficiaries of the account. Alternatively, ING Trust offers an investment program which allows your financial professional2 to actively manage your trust assets.
To learn more about ING Trust and how we can assist in your unique financial situation, talk to your financial professional or call us at 877.250.7171.
1 ING National Trust,doing business as ING Trust, is a national banking association chartered exclusively with trust powers by the Office of the Comptroller of the Currency (OCC).
2 Your financial professional must be a registered investment advisor representative
The content of this page is for informational purposes only and is not intended to offer any tax, legal or financial advice. Please consult with your personal professional advisors to discuss your situation.cn123456