Trust Services

Working alongside the trust experts at the Personal Trust Services Division of Charles Schwab Bank, PlanFIRST can play an active role in your legacy planning (including living trusts, charitable trusts, IRA rollover trusts, etc.). When you appoint Charles Schwab Bank as trustee and PlanFIRST as trust advisor, you can rest assured that your beneficiaries will continue to benefit, as you do, from our firm’s investment management and client-centered financial planning services.

In addition to preserving the continuity of your relationship with PlanFIRST, this “unbundled” approach delivers fiduciary and investment management guidance at a very competitive compensation schedule.

Plus, as a result of Charles Schwab Bank operating its trust business in Delaware, each trust can take advantage of potential favorable tax treatment, possible additional creditor protection, and if recommended, dynasty (multi-generational) term provisions.

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