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Wealth Planning

Fiduciary trust solutions

Serving as trustee can be a daunting role, one that carries significant responsibilities. Let our experts lighten the
load by selecting a level of support that is right for you.

  • Support for individual trustees

    Let us handle investment and administrative services, while allowing the trustee to retain control over distributions.

  • Professional trustee services

    If you are looking for professional fiduciary knowledge and experience and want continuity of oversight for the life of your trust, we can serve as co-trustee in partnership with individuals of your choosing. Or we can be the sole trustee. 

  • Estate planning with IRAs

    These powerful solutions combine the tax benefits of a Traditional IRA or Roth IRA with greater control over how your assets are distributed.

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