Estate, Trust, and Legacy Planning
Estate, Trust, and Legacy Planning
FBB is of the belief that estate planning is not just for the rich and famous. At each stage of life, your needs and desires may change.
Our team will help you shape your goals and objectives while working with your estate attorney to assist you throughout the planning process. As your advocate and liaison, we will ensure your estate plan, trusts, investments, and accounts are aligned with these goals.
In addition to mitigating the impact of estate taxes, you may wish to revisit or formulate a plan in order to preserve privacy, achieve a swift and orderly distribution of assets, leave a legacy through charitable giving, care for a loved one with special needs, establish education funds for grandchildren, or even assign a guardian for young children.
The “next level” of estate planning often includes Fiduciary Trust Services. FBB will help clients identify and choose appropriate independent and corporate trustees should their situation merit this type of independence and oversight.
Please contact us to learn more about estate, trust, and financial planning in Maryland.
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Frequently Asked Questions
What is estate and legacy planning?
Estate and legacy planning involves preparing how your assets will be preserved, managed, and distributed after your lifetime. It often includes wills, trusts, and charitable giving strategies.
How does FBB Capital Partners support estate planning?
We collaborate with your estate attorney and tax professionals to align your financial plan with your legacy goals, helping structure assets for tax efficiency and multigenerational transfer.
What is the difference between a will and a trust?
A will outlines how assets are distributed after death and requires probate, while a trust allows for direct transfer of assets, often avoiding probate and providing greater privacy and control.
Why is legacy planning important?
Legacy planning ensures your wealth is passed on in a manner aligned with your intentions and your values; whether through family support, charitable giving, or establishing a long-term financial impact beyond your lifetime.
Can estate planning benefit someone who isn’t ultra-wealthy?
Absolutely. Everyone can benefit from a plan that outlines asset distribution, healthcare decisions, medical directives, powers of attorney, and tax strategies — regardless of net worth.
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If you have any questions regarding our services, we encourage you to schedule a consultation with one of our financial advisors. We are pleased to offer customized wealth management and financial planning for your specific needs.