TRUST OPTIONS FOR YOUR ESTATE PLAN

Trusts can help ensure the successful transfer of your estate to your heirs and beneficiaries and make the most of the legacy you've created. We’ll help you learn more about the benefits of creating a trust and the options available to meet your objectives.

We can assist you and your attorney in creating a trust to meet a wide range of goals, from providing a regular income to your surviving spouse and children, to safeguarding assets until your children reach a certain age or setting up a trust specifically for a charitable organization. Some trust options you may consider:

Revocable Living Trusts

A revocable living trust is a legal document that resembles a will and includes directions for managing your property while you are living and distributing your assets upon death. It contains instructions for the management of your assets, even in the event of disability.

Testamentary Trust

A testamentary trust can provide sound financial management for your heirs. It is established by your will and becomes effective after your death.

Credit Shelter Trusts

These trusts are designed to minimize taxes by most effectively applying the federal estate tax exemption to both spouses. The sheltered amount is the maximum amount allowed by law.

Trust Real Estate Services

Managing real estate assets to enhance income or future value is a complex financial specialty requiring both technical expertise and strategic perspective. The goal is to ensure that your real estate assets work with other investments and are consistent with your estate plan and tax situation. At Wachovia Wealth Management, we offer you both, providing resources that are simply unavailable through many other banks, management firms or fiduciaries.

Wachovia Wealth Management can evaluate these and many other kinds of trusts, foundations and other charitable vehicles based on your situation and objectives.

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Services from Wachovia Wealth Management may not be available in all states.

Wachovia does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Trust services are offered through Wachovia Bank, N.A. (Wachovia), a national banking association and subsidiary of Wachovia Corporation, or Delaware Trust Company, N.A., a subsidiary of Wachovia. Trusts that have their situs in and are governed by the law of Delaware use Delaware Trust Company as the trustee. Wachovia Trust is a brand name for the trust services offered by Wachovia. Wachovia Trust does not provide legal or tax advice.