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Plan the impact of my wealth

Gifting and legacy planning

 

Benefit from more sophisticated solutions, designed to solve for a range of complexities.

  • Core Trusts

    Consider popular trust solutions that can be appropriate for many families, regardless of wealth level.

  • Gifting Trusts

    Provide income and support to your family and future generations in a tax-efficient manner.

  • Advanced Trusts

    Benefit from more sophisticated options, designed to solve for a range of complexities.

Talk to your advisor about integrating these products
and solutions into your financial strategy.

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Investing involves risk. There is always the potential of losing money when you invest in securities.

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary.  

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

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