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 planning.
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