Choosing a trustee to manage your personal affairs could be one of life's most important decisions. Everyone wants the assurance of knowing that they are dealing with a highly ethical firm that will provide them with clear guidance and respect their wishes. Seaside Wealth Management was founded to help clients accumulate and safeguard assets during life and after death.

Estate Settlement Services:
Ensure that your instructions will be scrupulously followed and your beneficiaries will receive committed personal attention from your Seaside Trust Officer.

An important part of your estate plan is selecting a representative to settle your estate according to your intentions. Seaside can take on all of the responsibilities, including:

• locating, protecting and valuing assets
• paying debts and expenses
• tax planning, including preparing the estate tax return
• distributing property according to your wishes

Your dedicated Trust Officer will manage cash and securities, including any business, real estate, or other special investments. We are even prepared to help beneficiaries revise their own financial plans once the assets have been distributed.

Guardianship:
Enjoy the peace of mind that results from selecting a responsible and sensitive provider.

Court-ordered guardianships protect the estates of those who are unable to handle their own financial responsibilities, typically children or disabled adults. A financial guardian is responsible for managing all assets in a prudent manner.

An impartial and experienced provider, Seaside handles all financial responsibilities. We will:

• pay all bills and ongoing expenses
• determine overall cash flow requirements and living expenses
• establish a monthly budget
• coordinate medical insurance filings and expenditures for medical equipment
• prepare and plan state and federal income tax returns
• invest and manage all assets, including real estate

We take pride in administering estates to ensure the financial needs of our clients are met until they reach legal age or, in the case of special children and disabled adults, for the rest of their lives.

Trustee Services:
Control the management of your assets today, while providing financial security for your family.

A trust is an effective tool for managing your assets during your lifetime and for the benefit of your loved ones after you are gone. A trust ensures that your assets will be managed in the future according to your wishes, as well as providing significant tax advantages to help you preserve those assets in the present.

When you name Seaside as your trustee, you and your beneficiaries enjoy the knowledge and expertise of a breadth of specialists in such fields as:

• taxation
• investment research and management
• securities trading
• real estate
• mineral and special resource management
• family business