Estate Planning & Settlement
Creating a comprehensive estate plan can help protect your assets, minimize taxes, and provide for the future of your family. Our trust and estate professionals will work closely with you to understand your wishes and concerns, as well as your financial situation. We’ll work with you and your legal advisor to put together a personalized plan that will help your heirs enjoy the future you envision for them. Then, when the time comes to settle your estate, we can relieve the administrative burden on your loved ones, offering guidance through record-keeping and careful budgeting based on a clear understanding of your intentions.
If you have a diverse financial portfolio, including anything and everything from securities to real estate, we’re here to help preserve and grow any assets you may hold—individually or in retirement accounts, trusts or any other investment vehicles. Your dedicated relationship manager will share your passion to build and maintain wealth, and will shoulder the duties of everything from planning to transactions and taxation with professional guidance.
If you’ve established a trust to protect your assets and provide for your loved ones or the organizations you hold dear, the choice of a trustee is a crucial decision. You can rely on us to administer your trust over time, abiding by its terms with a deep understanding of your wishes and respect for all current and future beneficiaries. As your designated trustee, we’ll carefully select and monitor prudent investment managers and provide thoughtful guidance and oversight to your heirs.
A new online platform, Trust and Family Office Online, is now here.
You'll experience an intuitive and collaborative view of your account information including performance reporting, projected income and customizable account groupings. To learn more, click here or contact your relationship manager.