Trusts

The Trustmont Group is led by specialists with 25 years of experience in helping registered representatives and advisors, like you, create flexible, effective trusts that support their client’s long-term financial goals. Trusts include a complex and broad range of purposes to ensure your client’s final wishes are followed, including reducing estate taxes, shielding assets from litigation or creditors, guaranteeing future income for chosen beneficiaries and avoiding the time and expense of probate. At Trustmont, advisors receive quality education and earn the confidence expected to help their clients make the best decisions for themselves and their families.