Wealth Management

Reducing taxes, passing your legacy to your heirs, and protecting your family are critically important. A well-designed estate plan puts you in control of your financial destiny. By providing for an orderly, efficient transfer of your assets, it minimizes costly estate taxes and helps preserve the assets you've built over your lifetime. Our estate settlement professionals work with objectivity and sensitivity to ensure that your estate is settled according to your wishes while conforming to the highest legal standards required of a corporate fiduciary.

The following Estate Settlement Services we provide are designed to ease the burden on your family, making the process as straightforward and non-disruptive as possible:

• Collection of your assets to safeguard and protect them.
• When necessary we also insure the assets.
• Inventory and appraisal of the estate assets and provide copies to the beneficiaries.
• Determination of the estate's cash requirements, and maintain accounting and tax records.
• Distribution of personal effects and fulfillment of bequests.
• Where real estate is an asset, we insure and repair property; pay insurance premiums and taxes; and sell or rent the property as necessary for the benefit of the beneficiaries.