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
financial
and wealth transfer needs and create the appropriate strategy.
Start planning for the future today.
Contact a Wealth Management Representative near you.