Your Goals

By on July 11, 2017

Build Wealth

Have you received a large inheritance, sold a business or property, had a change in life status or won the lottery? Financial assets can come from a variety of sources, sometimes with little notice. The big question is how do you want to grow these assets?

We’ll work with you and your legal and accounting advisors to create a customized plan based on your investment goals and objectives, as well as your risk tolerance and cash needs, with the following services:

  • Comprehensive financial analysis
  • Investment planning
  • Wealth planning
  • Asset consolidation to maximize income
  • Estate planning
  • Trust services

Manage Wealth

You may be busy running a business, raising a family or enjoying life. Count on us for the oversight, knowledge and experience to help manage your assets. We develop a customized plan and set of services to accomplish the following:

  • Achieve financial goals
  • Potentially reduce tax liabilities
  • Avoid unnecessary risk
  • Use credit strategically
  • Establish long-term care plans for older adults and the disabled

Our services include:

  • Investment management
  • Estate administration and planning
  • Trust services
  • Endowment, foundation or charitable trust management
  • Real estate and property management
  • Oil, gas and mineral interest management
  • Agency services for trustees and executors
  • Life management/special needs/senior care

Manage Wealth

You may be busy running a business, raising a family or enjoying life. Count on us for the oversight, knowledge and experience to help manage your assets. We develop a customized plan and set of services to accomplish the following:

  • Achieve financial goals
  • Potentially reduce tax liabilities
  • Avoid unnecessary risk
  • Use credit strategically
  • Establish long-term care plans for older adults and the disabled

Our services include:

  • Investment management
  • Estate administration and planning
  • Trust services
  • Endowment, foundation or charitable trust management
  • Real estate and property management
  • Oil, gas and mineral interest management
  • Agency services for trustees and executors
  • Life management/special needs/senior care

Transition Wealth

Do you plan to pass your wealth on to future generations or create a philanthropic legacy? We’ll work with you and your legal and accounting advisors to help ensure that your wishes are fulfilled. Our team of experienced professionals can help to:

  • Create a transition plan to achieve your goals
  • Evaluate asset value
  • Identify the most tax efficient options for wealth transfer
  • Establish a trust
  • Manage money for foundations and trusts

Create and Manage Trusts

Do you want to create a trust or have you been named as a trustee or beneficiary for a trust? There are many different kinds of trusts to fulfill different wishes and needs, including revocable trusts, irrevocable trusts, marital trusts, bypass trusts, testamentary trusts, charitable trusts, special needs trusts, scholarship trusts and more.

The benefits to placing assets in a trust include the following:

  • Give you control of your wealth
  • Protect your legacy
  • Possibly minimize estate taxes and court costs
  • Allow assets to pass outside of the public probate process

Trusts bring many benefits but also major responsibilities for the trustees, including investment management, distributions, accounting, taxes, delegation of functions and fees.

Moody Bank Wealth Management & Trust’s experienced team helps clients navigate the complexities of trusts to meet their goals.

Create and Manage Trusts

Do you want to create a trust or have you been named as a trustee or beneficiary for a trust? There are many different kinds of trusts to fulfill different wishes and needs, including revocable trusts, irrevocable trusts, marital trusts, bypass trusts, testamentary trusts, charitable trusts, special needs trusts, scholarship trusts and more.

The benefits to placing assets in a trust include the following:

  • Give you control of your wealth
  • Protect your legacy
  • Possibly minimize estate taxes and court costs
  • Allow assets to pass outside of the public probate process

Trusts bring many benefits but also major responsibilities for the trustees, including investment management, distributions, accounting, taxes, delegation of functions and fees.

Moody Wealth Management & Trust’s experienced team helps clients navigate the complexities of trusts to meet their goals.

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