Trust & Estate

 
Trusts are flexible tools that can help ensure your hard-earned success is preserved, protected and transferred as you intend.  As a leader in trust and estate services, we administer a broad array of trusts to meet your unique goals for today and tomorrow.
 
With your priorities as our guide, we create sophisticated wealth transfer strategies that allow you to maintain your current lifestyle while providing for your loved ones and giving to the community.
 

Services Tailored to Meet Your Needs

You can count on our professionals to conscientiously administer your trust according to your unique objectives, such as:
  • Maintaining your current lifestyle
  • Creating a legacy for the benefit of your loved ones
  • Protecting your assets from excessive taxation as well as unexpected health, personal and business risks
 
Among our Services:
  • Wealth transfer planning
  • Custom trust solutions
  • Trust administration
  • Estate settlement services
  • Guardianship services
 
We can act as sole trustee, co-trustee or successor trustee — depending upon your preference.  The trustee accepts legal responsibility for carrying out the terms of the trust and performs many or all of the following responsibilities:
  • Accounting and reporting
  • Investment management
  • Securities custody
  • Tax-related responsibilities
 
Count on Gold Bastion to provide proactive, expert advice to help you navigate the complex and often emotional decisions that come with providing for your — and your loved ones’ — future.
 
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