Redefining 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. Many investors leave a mess behind when they pass away. Unfortunately, this is often the last memory of you for your loved ones. Your estate plan should reflect the legacy you want to leave, a well-organized, thoughtful representation of your lifetime achievements.
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Medical Power of Attorney
Who can doctors discuss your medical information with?
Durable Power of Attorney
If incapacitated, who can direct your finances without court involvement?
Special Needs Trusts
How can you pass assets to a loved one with special needs without jeopardizing government benefits?
Second Marriages
Review and update your beneficiaries to align with your wishes, including your current spouse and children from prior relationships?
Non Traditional Families
Does your estate plan protect your significant other or other family members
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 your estate attorney or any of our Alliance Partners*. Alliance Partners are professionals we have worked with for years that we believe provide a good service. These include estate planning specialists, attorneys, CPAs, and other professionals required to formalize your wishes. We want to 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 vital components of estate planning. As part of your estate plan, with the help of an estate specialist we’ll help you develop a will or trust to fit your needs. You’ve worked hard to pursue your financial goals and your family deserves the counsel of an objective professional.
Selecting a Trustee
One of the most important decisions in this process is who to name as trustee.
Even the best drafted documents may fail to meet your goals if the trustee selected fails to carry out their role properly. For those that no longer have an individual they can count on a corporate trustee might be an option.
The Private Trust Company 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. The private Trust Company will perform fiduciary trust administration duties in accordance with your trust document while your investment advisor will manage the investments.