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. Our
solutions include:
Regardless of wealth level, there are foundational components that everyone should have in place.
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.
We provide 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.
Get started