In order to ensure that your wishes regarding the distribution of your estate and assets are carried out after your passing, Wealth Management may assist you in drafting an estate plan. Your estate plan is tailored to your specific situation, preferences, and goals. This can:

Many people set up trusts to have someone else manage their wealth in the event of their incapacity. Because we know that establishing and administering a trust might be confusing, we’ll be there to help you through the process. We’ll lay out a number of potential outcomes and associated costs and benefits, allowing you to draw meaningful conclusions and make wiser decisions.

Professional trustees are available to Wealth Management clients.

Believe secure in the knowledge that your future and that of your loved ones are secure. Your money can increase and be passed on to your heirs with less risk if you include life insurance in your estate plan.

Together with your financial adviser, you may leave a lasting impact on the lives of your loved ones and the causes you care about with a well-thought-out estate plan.