Dennis F Kratohwil, CLU®, ChFC®, AEP®, CFP®

Financial Advisor

Trust Services

Trusts help you ensure that your assets are managed according to your wishes and pass to your beneficiaries intact.

As part of a tax strategy, trusts can also be used to help you keep more of the assets you’ve worked so hard to accumulate.

Northwestern Mutual Wealth Management Company can serve as trustee, co-trustee, or successor trustee in a wide range of situations, providing services to help you:

  • Manage, supervise and provide regular reports of investments and their performance.
  • Preserve family harmony when carrying out your intentions.
  • Ensure continuity of stewardship that can endure for generations.

Our trust services cover a range of trust types, including:

  • Revocable Living Trusts.
  • Irrevocable Trusts.
  • Charitable Remainder and Lead Trusts.
  • Generation-Skipping Trusts.
  • Marital and Credit Shelter Trusts.

By choosing Northwestern Mutual Wealth Management Company as your trustee or co-trustee, you’ll benefit from objective trust administration and expert investment management that can provide financial growth and security for your family.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck