Hershey Trust | Client Services—We Can Serve As Your....

Investment Portfolio Manager ... to develop a customized investment strategy and investment portfolio that is consistent with your personal needs, your investment objectives, and sound investment disciplines that lead to superior investment performance.

Estate and Tax Planner ... to maximize the value of assets and income available for you, your family, and others you care about by carefully planning the ownership structure of your assets, the appropriate use of gifts and insurance, and avoiding or minimizing estate and income taxes through time-tested techniques.

Charitable Planner ... to enable you to direct your "social dollars" rather than allowing "Uncle Sam" to make that choice for you through estate/gift taxes; or to provide your family an opportunity to perpetuate your name by continuing charitable giving through a family foundation or charitable trust.

Retirement Planner ... to help you determine when to retire with sufficient cash flow to maintain your chosen lifestyle for the rest of your life and to make the best choices about the disposition and distribution of qualified and non-qualified retirement and deferred compensation plans.

Special Purpose Planner ... for example, to compute how much you will need to set aside systematically or in a lump sum for children’s or grandchildren’s education or significant purchases; to decide how and when to exercise stock options; or how and when to diversify a concentrated stock position in a publicly-held company.

Trustee ... to act with your authority and within your guidelines and directives either during your lifetime or after death to make sure your assets and the income therefrom are handled in accordance with your wishes.

Executor ... to protect and administer your estate by gathering and managing your assets, paying final expenses, complying with applicable probate and tax laws and distributing assets in accordance with your estate plan.