A successful wealth management plan must include proper management and disposition of your assets at death. Proper estate planning will give you the peace of mind of knowing that the assets that you have worked hard to accumulate will be distributed to your loved ones in a tax efficient manner.
Our Wealth Management Team can assist you in evaluating your current estate and assist you in avoiding common planning mistakes.
Please contact us today if you would like more information on the estate planning services that we offer.
- Corporate Executor – Estate Settlement from probate to final distribution
- Estate Planning
- Will safekeeping services
Trust services are:
- Not insured by the FDIC
- Not a deposit
- Not guaranteed by a bank
- Not insured by any state or federal government agency
- May go down in value