Reasons to Establish a Trust


When do you need a trust? And why?

A trust may be right for you if:

  • You or a family member have accumulated significant assets and don’t have the time or desire to manage them on your own.
  • You have (or anticipate having) complex estate planning requirements, or you want to minimize the estate taxes and probate costs often incurred when transferring assets through a will.
  • You are concerned that your will may be challenged in court due to a complex family situation or unreliable beneficiaries.
  • You own real estate in multiple states.
  • You want to provide for professional management of your assets in the event of your incapacity or death.
  • You want to establish structured gifts to charities or other philanthropic activities.
  • You want to provide for children from a previous marriage or children with special needs.
  • You want to ensure assets are managed and distributed to beneficiaries according to your wishes.

Ready to get started?

  • Call us at 800 927-3059, weekdays 8:00 a.m. to 7:00 p.m. ET.

Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, are not deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value.

TIAA-CREF Individual & Institutional Services, LLC, a registered investment advisor, provides investment advisory services. Trust services are provided by TIAA-CREF Trust Company, FSB.

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