Trust or Estate accounts are established with the intent to serve in the best interest of the original account holder. With the appointed Trustee managing the account, specific goals such as preserving assets for children, protecting a spouse’s financial future, preventing minors from inheriting property until they reach the mature age or gifting to charities, will be attained. Commonwealth Funds can aid in opening trust or estate accounts so you can bring it home.
- Investment Options
- Account Types