Trust Services

 

Trust Services

  • Establish trusts and identify trustees
  • Provide comprehensive estate services
  • Manage your wealth today for your beneficiaries in the future
  • Manage your philanthropic giving strategy
  • Create a plan to manage non-financial assets like real estate, oil, gas, and minerals
  • Plan for the care of an elderly or special-needs loved one
  • Plan for the sale or transfer of your closely held business
 

*Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors Financial Network. Integrous Financial Strategies and Wells Fargo Advisors Financial Network do not provide tax or legal advice. However we will work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals. An estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

 

 

 

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