Legacy Planning Begins Here
Clients are looking to provide for heirs, care for loved ones and support causes that mean the most to them. Trusts help clients achieve their legacy goals, including protecting assets for multiple generations in a controlled and tax optimized manner. The choice of trustee is extremely important to the success of an estate plan. When choosing a trustee, clients value responsiveness, competitive pricing and outstanding service.

Why Should Advisors Care About Trusts?
According to Cerulli Associates,* an estimated $70 trillion in assets will pass from one generation to the next by 2042. We expect that a substantial portion of this wealth transfer will occur via trust structures. To be relevant in multi-generational family planning, advisors should get ahead of the curve by helping clients shape their estate plan and successfully execute their legacy.