Estate Planning
If you do not yet have a comprehensive estate plan, we will work collaboratively with your legal advisors to design one. If you already have a plan in place, we will review the plan's details—as well as your larger financial picture—to guarantee that your goals are met as you transfer wealth to the next generation. We will help you ensure that assets are titled correctly, so that estate tax and probate costs are minimized.
We also make sure that your plan meets your objectives, and that your assets pass to your intended beneficiaries. We can help you design incentives for future generations to help avoid the kinds of painful family pressures that unguided wealth can create. We will help you evaluate different lifetime gifting strategies, if that is one of your objectives.
Family wealth can be eroded quickly. At Fiduciary, one of our jobs is to prevent that erosion, using vehicles like generation-skipping trusts, irrevocable life insurance trusts, qualified personal residence trusts, grantor retained annuity trusts, and family limited partnerships to transfer wealth tax efficiently.
Fiduciary Insights
Personal Property
Fiduciary Trust Company counsels numerous families in the management and generational transfer of their financial assets. While most estate plans deal with the disposition of financial and real property assets, we’ve found that many do not comprehensively address the disposition of tangible personal property.
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