Trust Accounts

Through the partnership between Wachovia Securities and Wachovia Trust, one of America's oldest, largest, and most respected trust providers, you can integrate your investment plan into your estate plan, help safeguard your assets for future generations, and benefit from professional trust expertise.

Together, a Wachovia Securities Financial Advisor and Wachovia Trust provide you investment management capabilities from a leader in the industry combined with the trust expertise from an organization with nearly 200 years trust administration experience.

What is a trust?
A trust is a legal entity that allows the transfer of property to a trustee who will manage it for the benefit of you and your heirs and beneficiaries. The trustee can be the grantor who created the trust or, in many cases, a neutral third party such as a corporate trustee.

The assets held in a trust are directed by the trustee, who is controlled by the terms of the trust. Some benefits of trusts include:

  • Assets held in trusts generally avoid the probate process
  • Minimization of estate tax in some cases
  • Ability to direct assets to the beneficiaries of your choice, even after death or disability
  • Asset protection from the creditors of a beneficiary

Through Wachovia Trust, we have the capability to offer a variety of trust accounts, including charitable trusts, living trusts, unified credit trusts, asset protection trusts, and marital trusts. Talk to a Wachovia Securities Financial Advisor to identify the best trust account for your needs.

10/07, 0707 - 53976

Wachovia Securities does not provide tax or legal advice. Be sure to consult with your own tax and legal advisors before taking any action that may have tax consequences.

Trust services are offered through Wachovia Bank, N.A. (Wachovia), a national banking association and subsidiary of Wachovia Corporation, or Delaware Trust Company, N.A., a subsidiary of Wachovia. Trusts that have their situs in and are governed by the law of Delaware use Delaware Trust Company as the trustee. Wachovia Trust is a brand name for the trust services offered by Wachovia. Wachovia Trust does not provide legal or tax advice.

Securities and Insurance Products: Not Insured by FDIC or any Federal Government Agency; May Lose Value; Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate

Wachovia Securities is the trade name used by three separate, registered broker-dealers and nonbank affiliates of Wachovia Corporation. Retail securities brokerage services offered through Wachovia Securities, LLC, Member NYSE/SIPC and Wachovia Securities Financial Network, LLC, Member FINRA/SIPC. Corporate and Investment Banking services offered through Wachovia Capital Markets, LLC, Member NYSE, FINRA, and SIPC. A.G. Edwards is a division of Wachovia Securities, Member SIPC.