MCF’s trust services enable us to seamlessly serve you and your family in a manner that is both cost-effective and efficient. We are able to serve as an investment advisor to your trust, without sacrificing protection for trust beneficiaries.
Why Create a Trust?
Trusts can be created for a variety of reasons. Some of the most common are:
- Probate avoidance
- Estate tax reduction
- Provide liquidity in an estate
- Address family needs or concerns
- Fulfill charitable intent
Trusts have been around for centuries, but it is only in the last 30 years that families have realized their utility in planning to address a variety of estate planning issues.
Independence vs. Limited
When you choose an independent trustee vs. a big bank, you can be assured that the trust will be administered with the care and attention you deserve. You’ll also ensure that you have an objective fiduciary that is focused solely on trust administration and not on its own investment objectives.
Consider the advantages when you choose to work with an independent trustee vs. a big bank.
MCF Private Trust is a Trust Representative Office of National Advisors Trust Company.