Trust Services

Trusts can be an effective tool in managing estate taxes, controlling an estate during an incapacity or after one passes, creating a legacy for a spouse, heirs, or charitable gifting. However, they also may require significant time and expertise to administer properly.

Locker Wealth Management will coordinate our services with your tax and legal advice to ensure your wishes are carried out during your life and future generations.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Locker Wealth Management, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-based financial planning and investment advisory services are offered by Locker Wealth Management, Inc., a Registered Investment Advisor in the State of Illinois. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of IL or where otherwise legally permitted.