Wealth management Trusts and estates
Planning ahead can help you provide for your loved ones and leave a lasting legacy.
Understanding TRUSTS
Create a forward-thinking strategy.
A robust estate plan reflects your unique vision and values, and takes into account everything required to settle your estate. We’ll work with your legal and tax advisors to ensure you have a well-designed plan that balances the interests of the people and causes you care about most.
Trust and estate considerations
What type of trust do you need?
Choosing the right type of trust depends on your goal – from transferring assets in a tax-efficient way to structuring charitable giving to administering a plan across generations. Some trusts can be modified after they’re created while others are irrevocable.1 Together with your legal and tax advisors, we’ll help you identify the type of trust that fits your need.
Trust situs
Choose a state with trust-friendly laws.
If your estate plan will include an irrevocable trust, you may want to consider locating it in a state with trust-friendly laws. We can help you determine the optimal location for your trust.
Our approach to trusts and estates
Trusts and estates are a key part of wealth planning. We listen to your goals and priorities and collaborate with you and your attorney to determine the right structure for your will, trust or entire estate plan.
We offer you:
- Expertise. We’ve been administering trusts for more than 100 years.
- Objectivity. We execute your plan without the conflicts of interest and pressures that family members and friends can often represent.
- Continuity. Year after year, generation after generation, you can count on us to honor your plan.
Connect with a wealth specialist to learn how trusts and estates fit into your overall wealth plan.
Wealth Teams
Where are you in your financial journey?
We work to understand your assets, needs and goals, then provide the right level of support to help you move forward.
Online investing for all
No minimum investment required
Comprehensive wealth management
Starting at $100,000 in investments or $250,000 total balances
Private wealth services
Starting at $3 million net worth up to $75 million
Family office services
Starting at $75 million net worth and above
Insights from our experts
What does it mean to leave a legacy?
Increasing numbers of people want their financial plan to reflect their values. Our eBook covers three strategies for how to build an enduring legacy that does just that.
How to set up a trust
A trust requires careful administration, but setting one up is a fairly simple process that generally involves five steps.
How to handle the emotions involved in trust planning
Trust planning involves much more than numbers on a spreadsheet – it also involves family dynamics.
