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Trust Services

​Ashford Rey has fully integrated a range of professional trust services into our general agency business platform. Our adept and discerning team of professionals will work directly with you and your client in order to achieve the best possible results.

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Benefits of Trust Structure for Life Insurance

Establish Fiduciary Role

Establish relationship a with an experienced professional Trustee/Advisor positioned to provide guidance and counsel. â€‹â€‹

Avoidance of Probate

With directives specified within the trust document, assets can be distributed efficiently and expeditiously, avoiding the tedious Probate process. 

Reduction/Removal of Estate Tax exposure

Through proper planning and usage of Irrevocable Life Insurance Trusts, exposure to substantial Estate Tax liability can be greatly reduced or removed altogether. 

Potential protection & shelter from Creditors

Partnering with Ashford Rey for trust creation services offers protection against creditors, safeguarding your assets from legal claims and disputes. Moreover, Ashford Rey's expertise in trust management enhances privacy and security, ensuring your wealth is protected while your client retains control over asset distribution.

Preparedness for serious illness or disability

Adhering to specific instructions laid out within the structure of your Trust, distribution of assets and realignment of financial priorities can occur expeditiously when it matters most. 

Tax-efficiency for charitable contributions

Maximize your philanthropic donations to potentially receive the most effective positioned tax deduction.  

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