Estate Planning and Administration
Estate planning is an essential part of your financial plan to ensure that your loved ones receive the maximum financial benefit. Our estate planning incorporates the following: wills, powers of attorney, healthcare directives, professional executor, and trusts, as needed.
Serving as Executor or Executrix, providing professional and efficient management of your estate while providing the maximum benefit to your beneficiaries.
Charitable Remainder Trusts
Income from the property goes to the owner now, but the trust property goes to the charity in the future.
Charitable Lead Trusts
Income from the trust property goes to the charity now, but the trust property reverts to the owner in the future.
Permanently transfers assets out of your estate much like making a giant gift.
Special Needs Trusts
Provides for the management of assets for the benefit of someone with specific physical or mental incapacity who needs special financial management.
Business Succession Planning
Products offered are: Not a bank product - Not FDIC insured - Not guaranteed by any government agency - May go down in value