Estate Planning

Estate planning with The Trust Company involves delving deeply into your unique situation and creating a plan that provides financial security as you age, as well as provisions for your beneficiaries after you’re gone – your family, charities or your alma mater, for instance.

We will work with you and your attorney to set up an appropriate will, trust, irrevocable trust or other arrangement, and we will help you assess your tax options and overall estate strategy, including the structure of distributions to your beneficiaries.

Estate planning is often closely tied to investment management, financial planning, retirement planning, charitable gift planning and unique asset management, all services The Trust Company also provides.

Please let us know how we can be of service as you make your estate planning decisions.