ESTATE PLANNING

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Many people believe that having an estate plan simply means drafting a will or a trust. However, there is much more to include in your estate planning to make certain all of your assets are transferred seamlessly to your heirs upon your death. A successful estate plan also includes provisions allowing your family members to access or control your assets should you become unable to do so yourself.

Estate planning involves the will, trusts, beneficiary designations, powers of appointment, property ownership (joint tenancy with rights of survivorship, tenancy in common, tenancy by the entirety), gift, and powers of attorney, specifically the durable financial power of attorney and the durable medical power of attorney.



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Create a legacy that provides for your family, supports the causes and charities you care about, and maintains your values and vision across future generations. Our experienced Estate and Trust professionals provide advice on tax-efficient wealth transfers, with a view to helping you:


  •  Review your existing estate planning documents
  •  Integrate your estate plans with tax, investment, business and insurance planning
  •  Manage the issues associated with a sizable inheritance
  •  Identify the most beneficial trust structures for your particular needs
  •  Use tax-efficient wealth-transfer strategies
  •  Carry out your philanthropic goals
  •  Coordinate with legal counsel to modify your estate planning documents so they accuratel reflect your wishes
  •  Advising on business succession strategies
  •  Support family wealth education

Managing Fiduciary Relationships with Care and Discretion


Through Fino-Wise, you have access to a variety of Personal Trust Administration Services. These services include acting as your:


  •  Trustee or Co-Trustee
  •  Executor or Personal Representative
  •  Agent for Executor or Personal Representative
  •  Guardian or Conservator
  •  Agent for Special Situations