Wealth Planning

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.

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  • Gifting Trusts

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

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  • Advanced Trusts

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

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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.

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