Trusts

Trust funds allow a grantor to establish specifically designated funds that provide financial security to an individual, most often a child or grandchild, or organization, like a charity or other nonprofit. Trust funds can help you establish financial security for your children, minimize death taxes and in the process preserve your children’s own capital.

Provide clarity for your family and help them avoid unnecessary legal challenges.

At Barnum, we work closely with you to create a comprehensive estate plan that protects your beneficiaries and assets, reflects your values, and clearly communicates your wishes. Our estate planning experts are here to address your concerns, streamline the planning process, and offer you the peace of mind that you deserve.*

*Representatives do not provide tax and/or legal advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.

Other Estate & Tax Planning Resources

TOD/POD Designations

Help your loved ones avoid probate with specially assigned investment accounts.

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Last Will and Testament

Both POD and TOD agreements offer a quick means of asset disbursement, by avoiding the probate process.

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Special Needs Planning

Care for a loved one with special needs, even after you are no longer with them.

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