Your financial wealth represents a significant part of your lasting legacy. We help you administer the orderly transfer of your estate with the least tax burden, while achieving your personal and philanthropic goals. Our approach offers generations of families a long-term advisor to maximize opportunities arising from the sales or purchase of business interests, stock options, real estate or other assets. Our focused personal trust services include:
- Personal Living and Testamentary Trusts
- Charitable Trusts
- Life Insurance Trusts
- Key Executive Non-qualified Trusts
- Business Escrows
- Managing Multigenerational transfers
- Assisting in Family Business Management
Trust Investments:
- Not insured by FDIC or any other Federal Government Agency
- May lose value
- Not a deposit of, or guaranteed by, the bank or any bank affiliate