Conservator

In circumstances where an individual is unable to handle their financial affairs due to physical or mental incapacity, Isabella Wealth can serve as a conservator. We perform such responsibilities as investing assets, collecting monthly income, and paying expenses.

Custody Account

A custody account with the Isabella Wealth offers our customers the opportunity to consolidate accounts. Our responsibilities include safekeeping of your securities, collecting dividend and income payments, executing buy and sell orders, and maintaining accurate records of your investment account.

Trust Administration

Choosing who will be the successor trustee of your trust is an important and often difficult decision. Your trustee must be knowledgeable in investments, tax, and trust administration. Isabella Wealth can act as your trustee. We offer professional knowledge and expertise, are held to a higher standard of care, and are an impartial third party.

Estate Administration

Your personal representative is responsible for following the instructions of your will, collecting estate assets, maintaining records, paying expenses, reporting to probate court, and filing taxes. The complexity of these tasks often makes it a burden to name a family member. Naming one family member over another may also cause conflict among your family.

You can avoid this by naming Isabella Wealth as your personal representative. We will administer your estate in accordance with your wishes and help maintain family unity.

Special Needs Trusts

Estate planning can be complex when caring for a family member with special needs. A primary concern when creating this plan is to select a guardian who will provide care for the family member on a day-to-day basis. The next step is to enlist the help of a financial professional who will invest the money from the estate and ensure that distributions will not disqualify the family member from receiving government benefits.

Special Needs Trusts have been designed specifically to help families of individuals with physical or mental disabilities. Under these trusts, the beneficiaries are able to hold assets without disqualifying them from Social Security Income (SSI) and Medicaid benefits. A trustee must be selected to make sure that the wishes of the trust are carried out according to the plan.

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Isabella Wealth products and services are not insured by FDIC, are not a deposit or other obligation of, or guaranteed by, the depository institution, and are subject to investment risks including possible loss of the principal amount invested. Consult your tax professional for additional advisement.