Valley View Trust
PERSONAL TRUST
What do you want your wealth to become?

A trust helps you seed your dreams, whether you are
growing your assets to:

• finance your passions
• fund your retirement
• protect you against unexpected personal or professional risks
• champion the charities you value
• create your legacy

Valley View Trust helps you grow your wealth according to your wishes.
Your goals are at the root of your trust and investment strategy. At Valley View Trust, we listen to you, work with your tax and estate lawyers and wield our expertise to grow your wealth, reach your goals, and feed your future needs.

Benefits of Trusts
Trusts allow you to:
• continue to manage and direct your assets–and provide a plan in case of incapacity
• create security for your family until they’re financially mature
• provide for your spouse after your death, while keeping those assets out of your spouse’s taxable estate
• realize tax advantages by removing assets from your taxable estate
• control how your assets are distributed to loved ones or your charities of choice

Next Steps:
Speak with a trust advisor about your estate plan
Sow your values into your estate plan
Protect your assets
Evaluate your retirement plan

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