Estate Planning
Building wealth rewards you with many choices. But it also creates new challenges. You’re faced with decisions about trusts and estates. You have to define investment goals and policies that may last for generations to come. You want to consider the long-term needs and desires of your family.
Estate Planning is a vital component of your overall financial planning. In addition to coordinating the financial activity and paperwork required when a family member dies, estate planning also helps protect privacy by avoiding probate. Preparing a plan can result in significant tax benefits as well. Estate plans may incorporate trusts or other investment alternatives.
As you and your family take the next step in managing, growing and distributing your wealth to future generations, charitable organizations and others, it is essential that you have a trusted partner. The First Independent Trust team has worked with individuals, families and businesses, providing expertise and resources to clients as they define and fulfill their financial management goals.
Our Trust & Investment Services Team will create a customized estate plan for you and your family, and can recommend, create and manage a trust plan that's right for you, including:
- Revocable Trusts
- Testamentary Trusts
- Charitable Trusts
- Special Needs Trusts
- Guardianships
- Real Estate and Specialty Assets
Contact First Independent Trust & Investment Services to learn more.
- 360.699.4221 | 800.819.6473
