Taking care of yourself and your loved ones is a priority. Regions Morgan Keegan Trust offers a complete line of wealth management services to help you manage your personal resources and provide for future generations.
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Living Trust - By transferring assets to a living trust, an individual can benefit from professional asset management while living, provide for uninterrupted access to assets in the event one becomes incapacitated and avoid probate expense and publicity at death.
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Standby Trust - A type of living trust that is activated by a specific event, such as a disability.
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Testamentary Trust - A trust established by your will to manage your assets for your beneficiaries.
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Charitable Trust - A trust that benefits your designated charity, while providing you with income and certain tax benefits.
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Estate Settlement - Services offered include valuation of the estate assets, compliance with all legal requirements, computation and payment of any estate taxes and expenses and distribution of remaining assets to the heirs or their trusts.
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Specialized Custody and Record Keeping - A service account created by a trust or other agreement for holding and administering assets. Investment discretion remains with the client.
