Uncovering opportunities. Meeting challenges. Taking that next step forward. Whatever your goals, Merrill and Bank of America offer a wide range of solutions to help you get there. Understand your choices.
We’ll help you navigate the complexities and opportunities of bringing greater purpose to your wealth. Potential
solutions include:
Regardless of wealth level or life stage, Wealth Impact Planning is a process most would benefit from.
While trusts are a way to transfer wealth and help minimize estate taxes, they are also used to meet a far wider range of needs.
Gifting allows you to see the impact firsthand and a well-prepared legacy plan helps assure your assets are transferred as you intended.
Support the causes that matter most to you with a plan which can help pass along your personal values and create lasting, tangible results.
Bank of America provides specialized expertise, objectivity and continuity through a range of services. You can choose what level of support works best.
Then we can provide you with relevant answers.
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