Trust & Estate Planning
We offer a full range of services designed to help you transition your wealth in the ways you see fit. Our Trust Specialists carefully consider your situation and provide customized solutions. We will also connect you with professionals, such as attorneys and tax advisors, who can guide the process of completing a will, crafting a trust, and identifying beneficiaries.
As local, trusted advisors, we work hard to give you the peace of mind that comes with knowing your wealth legacy will continue in accordance with your wishes.
You’ve worked hard to provide a secure financial future for your family. Let us help you ensure the wealth you’ve spent a lifetime building is preserved for your family the way you intended.
- Corporate Trustee
- Family Trust Administration
- Asset Management
- Financial Planning
- Wealth Strategies
- Locally managed and tied to the community
- Professional designations in CTFA and CFP
- Educated in changing laws as it relates to trusteeship
- Years of experience and depth of knowledge
We offer comprehensive, personalized trust services to enable safe and convenient handling of your financial and property assets including:
- Trust Administration
- Property Management
- Will and Trust Reviews
- Custody Accounts
- Estate Settlement Services
Many people make gifts or bequests to charitable organizations for a number of reasons. Some donors prefer to make outright gifts of cash or other valuable assets to their favorite charities or they will decide to wait until after their passing to transfer assets to a charity through a will or trust. Whatever the solution, charitable giving can play an important role in many estates plans.
There are several ways to implement a gift vehicle during your lifetime, such as:
- Charitable Lead Trusts (CLT)
- Gift Annuity
- Donor Managed Investment Account
Upon evaluating your gifting objectives, your Wealth Advisor will suggest the plan that works best for your situation.
Ready to Get Started?
We realize managing investments, planning for retirement, choosing a life insurance plan, and other wealth management decisions don’t come naturally to everyone. That’s why we have a team of skilled Wealth Advisors prepared to assist you. Our Wealth Advisors, who live and work in the communities we call home, will take the time to get to know you and your goals and recommend the products and services you need—and none of the products you don’t.