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Personal Trust Account Services

At Lakeside Wealth Management, we fully support the use of trust accounts for our clients through a collaborative effort involving you, our team, tax professionals, and estate lawyers. Trusts are often the outcome of a well-thought out estate plan. A trust is a legal entity that holds assets for the benefit of another.

When you choose to work with Lakeside Wealth Management you will have access to a team of professionals that can help you:

  • Control how your assets are distributed
  • Potentially reduce taxes and transfer costs
  • Manage your assets according to your intentions
  • Create a lasting financial legacy

Whether you're seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility - many types of trusts exist, each designed for a specific purpose.

To learn more about Personal Trust Services please review our attachment, titled Gain Peace of Mind.

*Lakeside Wealth Management  and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | | (920) 923-9740