Trust Services

Trusts can be effective estate planning tools for minimizing taxes and probate fees, and providing for your beneficiaries, both during and after your lifetime.

RKM Advisors, Inc. serves as investment advisor while administrative trustee services are provided by a Trust Service. The Trust Service is selected based upon your specific needs.

The administrative trustee handles the non-investment responsibilities associated with trust management, such as:

  • Administration of the trust according to trust requirements
  • Accounting and record keeping
  • Separate trust statements provided monthly
  • Principal and income distributions
  • Preparation and filing of federal and state taxes (RKM Advisors, Inc. to provide tax services)

Please contact us for additional information.

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