Trusts Management

Creating a trust can be one of the most responsible and generous ways to both manage your wealth and provide for loved ones. At its core, managing a trust should not be much different from managing other types of financial accounts—especially if new deposits are automated or the trust will not see much new action year to year until it is distributed.

However, there are complex laws and regulations in place to guide the proper management of trusts, including how they are reported from year to year—for both the account’s creator and its beneficiary. The last thing you want to do is generate fees that strain your account balance or create an additional burden for a loved one who you are trying to help.

That’s why you need a professional CPA to help set up and oversee trusts on an annual basis. Sawyer & Latimer will ensure that all of your paperwork is in order and that you are complying with the most recent government guidelines so that you can rest assured that your money is secure and will go exactly where it is intended.