Estate Planning
Have you considered your legacy?
Your legacy is much more than your assets. It’s your personal values, the memories that carry on and your entire belief system. Your estate plan should be a reflection of the legacy you want to leave.
Risk Management
Our advisors will help you align your estate plan with your financial plan, which includes beneficiary reviews, creating a will or trust, regular updates and reviews, and more. We’ll help you address commonly overlooked items that can create significant risks and complications for your loved ones.
We’ll Help You Consider:
Medical Power of Attorney
Durable Power of Attorney
Living Will
Special Needs Trusts
Second Marriages
Blended Families
Nontraditional Families
Creditor Protection
Dementia
Medical Power of Attorney
Durable Power of Attorney
Living Will
Special Needs Trusts
Second Marriages
Blended Families
Nontraditional Families
Creditor Protection
Dementia
Legacy Planning
Your advisor is here to help you understand how your assets will be distributed under your current estate plan and existing tax laws. We work with our in-house team of estate planning specialists, attorneys, CPAs, and any of your outside professionals to formalize your wishes. We want to help minimize your estate’s administrative burden and maximize the value distributed to your loved ones and the organizations you cherish.
Trust Services
Wills and trusts are a vital component of estate planning. They are legal instructions of where your assets should go when you’ve passed on. As part of your estate plan, we’ll help you develop a will or trust to fit your needs. One of the most important decisions in this process is who to name as trustee.
Even the best drafted document will fail to meet your goals if the trustee selected fails to carry out their role properly. You’ve worked hard to pursue your financial goals and your family deserves the counsel of an objective professional with experience.
Selecting a Trustee
Private Trust Services integrates seamlessly with your trusted financial advisor to provide corporate trustee services for you and your loved ones. There is no need to change your advisor, investment philosophy, asset management style or portfolio holdings. Private Trust Services will perform fiduciary trust administration duties in accordance with your trust document while your investment advisor will manage the investments.
Why you should select a corporate trustee:
Ability & Legal Knowledge
Trust Management by Professionals
Continued Investment Management
Experienced Professionals
When Should I Start Worrying About Putting Together My Estate Plan?
Answered by Beth Schanou, JD, Senior Wealth Planner
Millennials
For Millennials, managing life and finances comes with challenges, especially those like balancing college debt with home ownership and having important goals like saving for retirement. Download this free guide for tips on how Millennials can get started on the path to the confident financial future that they seek.