Trust accounts may be an ideal investing vehicle for established trusts to grow assets. They are flexible, taxable and there is no limit to the amount trustees can invest.
This type of taxable account requires the establishment of a trust. The trust document is typically drafted by an attorney or professional tax advisor that specializes in creating trusts. Most trusts are uniquely based on the settlor’s needs with respect to estate and tax planning concerns or issues.
As time goes by, it may be necessary to periodically review the trust document to ensure it is current and includes all newly acquired assets or assets held outside of the trust.
You should consider a Trust Account if:
- You already have an established trust and would like to hold your assets under the trust terms
- You have a complex estate plan that cannot be accommodated by a standard account with beneficiary designations
Is a Trust Account right for you?
A trust account gives trustees the flexibility to make all the investment and other important decisions about when and how to use the proceeds of the account held in the name of the trust. The trustees are the decision makers – this includes the ability to pick any type of investment option based on risk tolerance and investment goals.
Withdrawals and Helpful Information
Open a Trust Account
Consider opening a trust account at Janus Henderson as a wealth management tool for an established trust.
Estate planning is one of the pillars of personal finance, regardless of your net worth. A proper plan can protect you and the people you love.
All Account Types
There are many Janus Henderson account types to meet your investment needs. If you already have an account directly with Janus Henderson, you can add to your existing account, open a new account or transfer assets from other financial institutions at any time.