Trusts

A Trust is an important part of a financial and estate plan. We recognize that a Trustee’s role is more complex now than ever before.

• Investment choices have become more sophisticated. Developing an individualized Trust Investment Policy Statement helps guide all parties in their roles and responsibilities.

• Trust Reporting can be a daunting task. Services are available to handle the specialized accounting and reporting required for trust activities and assets.

• Working with a financial professional can help mitigate emotionally charged family situations and facilitate sound decision-making.

Endowments

Endowment Trustees have a unique responsibility to uphold the wishes of donors desiring to leave a lasting legacy.

• Endowment Trustees have a strict fiduciary responsibility to effectively and purposefully care for the resources bestowed upon them.

• At Godfrey Financial Associates, we recognize the complexity of this stewardship and welcome the opportunity to assist in developing a prudent investment policy statement, and a sound investment program.