The Trust Solution

What is a trust? Webster's Dictionary defines a trust as a fiduciary relationship in which one person (a trustee) holds the title to property (the trust estate or trust property) for the benefit of another. However, assets, family situations, professional requirements, life's uncertainties, evolving tax and investment laws and practices, and a host of other factors must be carefully considered when building the trust solution that is right for you. Some examples of trusts are:

• Charitable Trusts
• Revocable Trusts
• Irrevocable Trusts
• Special Needs Trusts
• Asset Protection Trusts
• Dynasty Trusts
• Irrevocable Life Insurance Trusts
• Other Trusts

Each trust configuration addresses specific needs. The architecture of a comprehensive wealth management strategy may require that a trust arrangement designed for your specific needs and wishes. The steps in our Trust Solution are:

• The Financial Model identifies all of your assets, lifestyle goals, and interests. It is the basis for the estate planning process from which both current and projected wealth are defined, and estimated potential tax liabilities are explored
• The estate plan defines how the estate is to be allocated, and how best to maximize tax avoidance
• The Darrow Company investment professionals then create and fund the right Trust Solution customized for your situation

The trustee we recommend using for clients' trusts is National Advisors Trust Company FSB, a federally-chartered trust company founded by over 125 independent financial advisory firms nationwide who cumulatively manage over $50 billion in total client assets. Thomas McFarland, President of The Darrow Company, is a shareholder of approximately 1% interest in National Advisors Holdings, Inc. National Advisors Holdings, Inc. is the parent company of National Advisors Trust Company, FSB.

National Advisors Trust ensures:

• Client accounts are served properly with quality trust and custodial services.
• Clients have instant access via www.nationaladvisorstrust.com to their own confidential account information.
• Reporting, record-keeping, transaction execution, asset safeguards, and confidentiality to provide the highest standards of reliability and security.

Contact Us for more information regarding The DarrowCFO™ Advantage Trust Solution and Wealth Management capabilities.

Go to Step 5: The Darrow Money Management Program