Counsel Trust Co

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Estate Planning, Probate, & Living Trusts, Financial Services, Investment Advisory Service

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(717) 735-1499Call Visit WebsiteVisit Website Map & DirectionsDirections320 Granite Run Dr # 300Lancaster, PA 17601 Write a ReviewWrite Review

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Estate Planning, Probate, & Living Trusts, Financial Services, Investment Advisory Service, Investments

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Phone: (717) 735-1499

Address: 320 Granite Run Dr # 300, Lancaster, PA 17601

Website: http://www.counseltrust.com

Counsel Trust Co

Taxes

Tax Planning
Competition for wealthy clients has never been more intense, as wealth managers endeavor to enhance their traditional investment management services by offering more sophisticated investment, estate, financial, charitable and tax planning services to their best, most profitable customers.
Avoiding Probate
A trust ensures that your estate plan is protected and well-managed. A trust can minimize income, estate and inheritance taxes; avoid probate costs (attorney and executor fees); maintain privacy and avoid estate administration delays; provide investment management during life; your spouseâ€™s life and your beneficiariesâ€™ lives (pursuant to your special instructions).
Tax Services
Wanda has over 31 years of commercial and trust banking experience. She has specific expertise in trust accounting and tax preparation. Wanda oversees all trust account reviews and assists in trust company administration.
Roth IRA
– such as Rollover IRAâ€™s, Traditional and Roth IRAâ€™s, SEP and Simple IRAâ€™s and Inherited IRAâ€™s. Rollover IRAâ€™s can accept distributions from 401(k) plans, 403(b) plans, pensions and other qualified retirement plans to provide individualized investment management and ensure continued compounding tax deferral of your savings.
Income Tax
Tax Deferral

Investment

Investment Management
When choosing a trust company, it is imperative for advisors to maintain investment trading and management efficiencies. Through the SEI system, Counsel Trust is able to work seamlessly with all major custodians. This ability allows advisors to work with Counsel Trust without interruption to client portfolio management.
Mutual Funds
This is accomplished in part by the trust structure and fiduciary platform enabling Counsel Trust Company to create and offer private equity funds to clients. Also, our relationships with other significant consulting firms and hard-to-reach institutional mutual funds enhance this capability. These funds have delivered strong performance, lower volatility and broad, global diversification to client asset-allocated portfolios.
Bonds
Wealth Management
Our team is comprised of lifelong wealth management and trust advisory professionals, serving our clients with their experience and knowledge.

Accounting

Accounting Services

Planning

Financial Planning
Retirement Planning
Long Term Care
Estate planning for the protection and ultimate distribution of your assets can be a complicated process Â fraught with sensitive subjects. Solid estate plans often include living or testamentary trusts that include comprehensive guidance for people / beneficiary planning in addition to the various tax, legal and technical aspects. Â It is vital that loved ones are provided for in the manner you intend –Â a plan that is attentive to particular beneficiary conditions, assets, objectives, disabilities, elder care needs, divorce, second marriages, etc.Â Often children from multiple marriages and blended families of all types can make estate planning more difficult. To avoid assets ending up in unintended hands, certain strategies, employing both a well-drafted will and a trust (or several trusts) can avoid common pitfalls.
Asset Management
We help clients achieve their investment growth goals while mitigating risk and avoiding investment hazards so prevalent in today’s markets. This is achieved by emphasizing asset safety, quality and a customized, disciplined asset allocation plan. Counsel Trust Company helps clients adhere to the plan, re-balancing among asset classes at different intervals throughout the yearâ€”all at a very competitive and reasonable fee structure.
Living Trusts
A trust is a written instruction to your trustee for managing and protecting your assets during life and ultimately gifting assets to your beneficiaries in the way you think best. A trust established during life is called a living trust that can be revocable (amendable) or irrevocable (final and not amendable). You can also create a testamentary trust under your will.

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