Trust & Estate Services
Protecting your wealth for future generations.
Enjoy the peace of mind that comes with careful planning. Whether you want to secure your
family's future, reduce taxes, benefit a charity or simplify the tax reporting and accounting, we
will work with you to accomplish your vision.
Our Trust and Estate Services include:
- Family wealth transfers
- Gift planning
- Revocable living trusts
- Charitable gifting/trusts
- Private foundations
- Wills/Testamentary trusts
- Family partnerships and/or LLCs
- Defining the administration of revocable and irrevocable trusts
With your plan in place, you can be assured that your estate is diligently managed:
- Performance measurement and reporting
- Cash flow management
- Collection and accounting of income and redemptions/maturities
- Cash movement, account-to-account transfers and check writing
- Tax reporting
- Coordination with other financial and estate planning service providers
- Coordination of account distributions, in accordance with the estate plan
- Probate administration
- Acting to ensure against the sickness, incapacity and/or death of an individual trustee
Whatever your goal, your Wealth Management Representative will take the time to understand all of your
Contact a Wealth Management Representative near you.
and wealth transfer needs and create the appropriate strategy.
Start planning for the future today.