Estate & Legacy Planning

Leave an enduring legacy
  • Minimize estate taxes.*
  • Arrange for charitable giving.
  • Make things easier for your family.

A great gift for your family?
Leaving things in good order.

Our thorough approach to Estate Planning will help secure your lasting legacy.*

Estate planning starts with deciding how you want to distribute your assets, but it's much more. It's also a way to keep providing for people you love and causes you embrace. With your legal counsel, the Wealth Management team will help you develop an approach that benefits future generations - and ensures that your life's work lives on.

  • Get assistance with wills, irrevocable and living trusts and directives.
  • Consider estate tax minimization strategies.*
  • Ensure proper titling of assets.
  • Maximize your philanthropy.
  • Establish trusts for family members and others.*
  • Coordinate your team of advisors to create the optimal estate plan.
Investment Management
Guiding your money moves, every step of the way.