Estate Planning
Create a legacy that provides for your family, supports the causes and charities you care about, and maintains your values and vision across future generations. Our experienced Estate and Trust professionals provide advice on tax-efficient wealth transfers, with a view to helping you:
- Review your existing estate planning documents
- Integrate your estate plans with tax, investment, business and insurance planning
- Manage the issues associated with a sizable inheritance
- Identify the most beneficial trust structures for your particular needs
- Use tax-efficient wealth-transfer strategies
- Carry out your philanthropic goals
- Coordinate with legal counsel to modify your estate planning documents so they accurately reflect your wishes
- Advise on business succession strategies
- Support family wealth education
Managing Fiduciary Relationships with Care and Discretion
Through Bwealthy, you have access to a variety of Personal Trust Administration Services. These services include acting as your:
- Trustee or Co-Trustee
- Executor or Personal Representative
- Agent for Executor or Personal Representative
- Guardian or Conservator
- Agent for Special Situations