IRREVOCABLE TRUST

Your Benefits

While some value flexibility, others are often decisive and know exactly what they want out of their financial planning efforts. For this group, an irrevocable trust is the answer. An irrevocable trust cannot be changed or revoked by its creator. You may wonder why this type of trust might be chosen over a revocable trust since sticking with our choices can sometimes be hard to do, but an irrevocable trust is beneficial to many. Distinct advantages include the treatment of taxes. In most circumstances, the income may not be taxable to you.

Your Options

First Bankers Trust Services can serve as the Trustee of your Irrevocable Trust, ensuring accurate management while providing you with quarterly statements of transactions.

Our Services

As Trustee, First Bankers Trust Services stays abreast of Internal Revenue requirements so you retain tax benefits you are entitled to.