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.
