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Trusts

 

Establishing A Trust

When you establish a living trust, assets are transferred into the Trust by the Settlor/Grantor and immediately fall under the control of the Trustees for the benefit of your beneficiaries. You can add additional assets to the Trust over time and make associated amendments to beneficiaries. The trust assets do not form part of your estate and are not subject to probate since the assets are being transferred during your lifetime.

 

Benefits of an RF Trust

  • Research, customize and present the best possible structure to suit your needs

  • Cost-effective and competitive rates- you save the high cost of fees

  • Qualified and experienced staff to administer, invest and distribute your assets

  • Ensures your assets are properly transferred/titled for total protection

  • Avoid the complications involved with family members acting as executors of your estate

  • Generate regular reporting documentation

 

Trustee Services

An RF Trust is one of the surest ways to provide for an effective, professionally managed asset protection plan, both now and into the future. It also serves as an integral part of an estate plan for confidential asset disbursements, whether before or after your death.

 

Ready to get started? Contact us today!
Estate Planning
Estate Planning

Build a plan to manage your loved one’s financial future – as well as your own.

Executor Services
Executor Services

Let our team of experts handle the complexities of executing the wishes in your estate plan.

Investment Management
Investment Management

Your strategic partner in growing your assets for future generations.

Trusts & Trustee Services
Custodian Trustee Services

Professional, experienced trustee custodians with hassle-free asset management

Contact

Carol Gaskin

Manager, Trust & Corporate Services

Not sure where to start? One of our experts can help you!

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  • Give Us A Call At (246) 435 1955

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