As a part of our approach, our Wealth Management Services team provides comprehensive estate planning to help you understand the complexities of taxes, trusts, investment and a host of other factors. They have an in-depth knowledge of the latest developments in the fields of federal and state tax laws, trusts, wills and estate settlement.

Trust and Estate services include:
• Estate-planning strategies
• Wealth preservation and transfer strategies
• Charitable giving options
• Estate settlement services
• Agent for the executor
• Professional investment management
• Rollover IRAs

If specialists are needed, additional tax and estate-planning expertise is always available to our clients.

 

Client Services

To learn more, please contact:
(859) 253-6359 or (800) 637-6884

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