Preserving and transitioning wealth is an important stage of your financial life. Middleburg Trust Company can create and manage an estate plan to ensure your wealth passes to those that matter most.
Middleburg Trust Company has been granted trust powers by the Commonwealth of Virginia and is recognized as a fiduciary by both The Bureau of Financial Institutions and The Federal Reserve. Middleburg Trust can serve as Trustee, Co-Trustee or Agent for the Trustee for any of the following types of trusts:
- Living Trust
- Trust Under Will (Testamentary)
- Trust Under Agreement
- Charitable Remainder Trust
- Life Insurance Trust
Establishing a trust can provide you with benefits that sound investment services alone cannot accomplish. Whether created for use during your lifetime or under a provision of your will, Middleburg Trust will help you design a trust that will give you the comfort of knowing that your long term financial concerns will be met.
We’ll work with you, your attorney and other advisors to help construct a solid estate plan that addresses any of the following goals:
- Financing your children’s education
- Supporting an elderly relative
- Managing your assets if you are disabled
- Saving on estate taxes
Providing investment management and financial stability for your family after your death
In addition to helping determine the best way to distribute your assets, we will also help you minimize the impact of estate taxes. We can also assist your attorney to help you establish living or testamentary trusts and administer them for you.
With offices in Middleburg, Richmond and Williamsburg, Middleburg Trust has serviced clients throughout Virginia since 1994. With trust power granted by the Commonwealth of Virginia, we serve clients in the capacity of executor, trustee, custodian or agent.
Personal appointments may be made to discuss your individual needs by calling 540-687-4805 or 800-745-8625. You can also send us an email by clicking here.
Middleburg Trust Company is a wholly owned subsidiary of Middleburg Financial Corporation.