The transfer of legal ownership of assets within a trust arrangement creates powerful tax-planning opportunities. Also, the terms of the trust allow you to control the use and disposition of your assets, even beyond your lifetime.

Trusts are commonly used to:

• Distribute assets according to specified instructions.
• Preserve wealth by reducing or eliminating estate tax.
• Support a spouse, children and grandchildren.
• Reduce income and capital gains taxes.
• Avoid the probate process and ensure financial privacy.
• Keep family businesses intact for the next generation.
• Fulfill charitable intentions.
• Provide long-term, consistent asset management.

The Right Trust for You
Trust arrangements are as varied as the people who use them. An Investment Management and Trust Consultant from Northwestern Mutual Wealth Management Company® can help you and your attorney choose a trust arrangement that best applies to your unique situation.