Trust Services
We are a key part of your financial team and more often than not, work closely with your tax advisors and estate planning attorneys to properly manage Trust assets for you and your beneficiaries.
MICG can help walk you through the process of settling an estate, or with simply holding investments in an estate or trust until settlement, when ever you need us, we will be there for you. Learn more about how an MICG Corporate Trustee may be helpful to your family or business by emailing us at: info@micgwealth.com or calling (757) 952-1800.
***MICG Investment Management accounts are cleared and held through First Clearing, LLC, a division of Wachovia Bank. Trust services are offered through Wachovia Bank, N.A., a national banking association (Chartered by the Office of the Comptroller of the Currency) and wholly owned subsidiary of Wachovia Corporation. Wachovia Trust is a brand name for the trust services offered by Wachovia. MICG and Wachovia Trust do not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Securities and insurance products: NOT INSURED BY FDIC OR ANY FEDERAL GOVERNMENT AGENCY. MAY LOSE VALUE. NOT A DEPOSIT OR GUARANTEE OF ANY BANK OR AFFILIATE.
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