Preserving Wealth for Future Generations.

The nature of trust services has changed significantly over the years. Today, young families, empty nesters and retirees of all income and asset ranges are realizing the benefits of a trust.

Whether it’s planning for the care of a special needs child, an aging parent, or for education costs, establishing a trust can help you effectively grow assets, save taxes, manage property and much more.

With local decision-making and truly personal service, our team will work with you hand in hand to create a plan to fit your unique needs.

You’ll find unique expertise in the following areas:

Revocable & Irrevocable Trusts
We can help you create a trust that fits your needs. Whether it’s one with the flexibility to be amended, or something more permanent, we’ll provide you the information you need to make the best choice for you.

Testamentary Trusts
With these trusts, created by provisions in wills, we will ensure the disposition and use of bequeathed assets align with your wishes.

Estate Settlements
We have the people and the process to help you and your loved ones protect your possessions and wishes now, and into the future. We’ll help you plan, minimize taxes, and avoid probate.

Special Needs Trusts
Managing the care and welfare of a child or adult with special needs is a significant responsibility. As trustee we’ll coordinate and communicate with family members, attorneys, health care professionals, state social workers, and others to align needs and services for the beneficiary.

Real Estate, Timberland & Unique Assets
You (or your family LLC) may own real assets such as rental property, oil and gas interests, development property, a family farm or timberland, or your current portfolio of financial investments might benefit from further diversification using real assets. Either way Riverview’s team of professionals offers the local market knowledge and expertise to assist our clients who own real property and unique assets.

Agent for a Trustee or Executor
Many individuals are put in the position of being a trustee without having the time, resources, knowledge or objectivity to be able to execute at the level or speed required. We understand your position and can relieve the burden of too much responsibility by providing you experienced, credentialed consulting.

Private Foundations & Remainder Trusts
Many individuals and families choose a private foundation as a means of charitable giving. Riverview can show you how to get the most from your foundation.

Charitable Trusts
No matter your giving goal, we can help you generate an income stream for you or your beneficiaries, with the remainder of donated assets eventually going toward a non-profit organization.