Trust and Estate Planning Services
The wealth you've worked hard to build should work hard for you. Our Wealth Advisors are here to work through life transitions with you, providing confidence that your legacy will be preserved and building a solid foundation for the goals and aspirations of your family and future generations.
Trusts are an effective way to protect your assets, provide for future generations, facilitate charitable giving, expedite the estate settlement process, and exercise control over your assets after your passing. As part of our fiduciary role, we work with you, your attorney and your CPA to build an estate plan that addresses your family’s needs and unique circumstances, including:
- Revocable and Irrevocable Trusts
- Testamentary Trusts "Trusts Established by your Will"
- Asset Protection Trusts
- Irrevocable Life Insurance Trusts
- Charitable Trusts, including Endowments and Scholarship Funds
Estate Settlement Services
It's our fiduciary duty to help protect your estate and save your beneficiaries time and worry. Estate settlement has three roles: determine what assets were owned by the deceased and place a value on them, transfer the assets to the correct people or institutions, and pay any taxes that may be due.
With over 85 separate executor duties, estate settlement is a complex process requiring tax, investment, real estate, and estate planning experience. Our team of fiduciary professionals would be honored to partner with you to ensure the best future possible.