Trust Services


Trusts are legal arrangements that can ensure that your assets do just what you want them to do. Too few people realize the benefits that trusts may confer. A trust may be an appropriate solution if you have:

  • Inherited assets
  • Sold a business
  • Received proceeds from a life insurance policy
  • Taken a distribution from a retirement plan

Or if you want to:

  • Protect loved ones and distribute assets according to your wishes
  • Minimize exposure to taxes
  • Preserve a family business
  • Avoid the probate process and ensure financial privacy
  • Control the distribution of your wealth and fulfill charitable intentions
  • Provide long-term, consistent asset management

SOLUTIONS:

This content is not intended to provide legal or tax advice. Northwestern Mutual and its representatives do not give legal or tax advice. Individuals should seek advice based on their particular circumstances from an independent tax and/or legal advisor.