Are you the beneficiary of a trust that was established by a loved one at a different institution? Have you been less than pleased with how the trust is invested and/or the service you’ve been receiving? The good news is there are likely other options available to you, and M.J. Smith & Associates can help determine the best ones for you.
Most trust documents allow the beneficiary, or someone else, to change trustees and transfer trusts. Even if the trust documents don’t specifically allow for a change or transfer, you can generally enlist the help of an attorney to move the trust.
Raymond James Trust, N.A. can serve in a number of roles, including that of trustee, co-trustee, custodian, personal representative, or agent to a trustee on several types of personal trusts. As trustee, Raymond James Trust offers careful management from skilled professionals, impartiality in making investment decisions and dealing with beneficiaries, and state-of-the-art technology that serves clients better and faster.
Founded in 1992, Raymond James Trust, N.A. is a wholly owned subsidiary of Raymond James Financial Inc (NYSE-RJF). Because the Trust is not a bank, it does not push clients toward proprietary products and has an open investment platform. The Trust currently has over $6 billion in total assets under administration among all 50 states. The professional staff is comprised of attorneys and trust experts with extensive experience in administering a wide variety of trusts.
You and your beneficiaries can count on Raymond James Trust to be present every step of the way as arrangements are made and carried out during what can be a complicated, stressful, and difficult time. From providing accurate explanations of all estate and court proceedings to preparing final tax returns, we’re here to guide you. Schedule to meet with one of our team members today.
The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. While we are familiar with the tax provisions of the issues presented in this post, as Financial Advisors of RJFS, we are not qualified to render advice on tax matters. You should discuss tax matters with the appropriate professional. Raymond James Trust does not offer legal or tax advice. You should discuss any legal or tax matters with the appropriate professional. Raymond James Trust, N.A., is a subsidiary of Raymond James Financial, Inc.
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