Introduction
Protect your assets and your family.
Considering a Trust
Find out if a trust is right for you.
Security and Cost
Protect your family at a reasonable cost.
Testimonials
"...Whether it’s paying my bills, keeping my affairs organized or just lending an ear – with Pinnacle Trust I never feel alone."
"...That’s why I chose Pinnacle Trust... to be there for us for the rest of our lives."
"Peace of mind – that’s why D. J. and I are grateful to our CPA for introducing us to Pinnacle Trust..."
Protect Yourself and Your Loved Ones
A corporate trustee must follow your instructions specifically, so you can be sure that no changes will be carried out against your will. Beneficiaries will not receive your assets until the time specified, which ensures that they are old enough and have fulfilled your conditions before they inherit.
Trust assets are highly protected. Even if a trust company fails, trust assets are safe. Companies are required to keep trust assets separate from all other assets of the company, and are not allowed to be loaned out or mixed with the company's own assets.
A corporate trustee is required to have significant capital as well as insurance and bond coverage to protect you and your beneficiaries.
Our fees are reasonable. They are structured to provide a cost efficient method of management, especially when compared to the costs associated with lack of management, improper use of wealth, investment management, tax return coordination, and caring for the needs of beneficiaries. A typical annual fee arrangement is 1% of the value of the trust.
All content ©2012 Pinnacle Trust. Site design by Imaginary Company, Inc.
Questions? Comments? We'd love to hear from you. Email Us