Repp H. Lambert II
Wealth Management Advisor


Physicians Nationwide

Trust Services

Trusts help you ensure that your assets are managed according to your wishes and pass to your beneficiaries intact.

As part of a tax strategy, trusts can also be used to help you keep more of the assets you've worked so hard to accumulate.

Northwestern Mutual can serve as trustee, co-trustee, or successor trustee in a wide range of situations, providing services to help you:

  • Manage, supervise and provide regular reports of investments and their performance
  • Preserve family harmony when carrying out your intentions
  • Ensure continuity of stewardship that can endure for generations

Our trust services also cover a range of trust types, including:

Revocable Living Trusts
A revocable trust allows for the professional management of your assets during your lifetime and following your death. This type of trust often permits your assets to be managed without the need for a court-ordered guardianship if you become incapacitated, and allows your assets to pass to beneficiaries outside of the potentially costly and time-consuming probate process after your death.

Irrevocable Trusts
An irrevocable trust allows for the professional management of your assets and allows you to make gifts to the trust – free of gift tax up to certain limits – so that assets can grow and pass to your beneficiaries without being diminished by estate taxes.

Charitable Remainder and Lead Trusts
Irrevocable trusts that are designed to provide income to beneficiaries and to charitable organizations, often at a lower tax cost than gifts made outside of these trusts.

Generation-Skipping Trusts
These are irrevocable trusts that endure for multiple generations, so that assets can be managed for, and distributed to, grandchildren and generations beyond. This strategy frequently avoids estate and gift taxes that would apply if assets were transferred outright to each generation.

Marital and Credit Shelter Trusts
Trusts that take advantage of state and federal estate tax exemptions so that property can pass to a surviving spouse and other beneficiaries while minimizing the impact of estate taxes.

By choosing Northwestern Mutual as your trustee, you'll benefit from objective trust administration and expert investment management that can provide financial growth and security for your family.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck