Risk Management
Our advisors will help you align your estate plan with your financial plan, which includes beneficiary reviews, work with legal to help create a will or trust, regular updates and reviews, and more. We’ll help you address commonly overlooked items that can create significant risks and complications for your loved ones.
We’ll Help You Consider:
Medical Power of Attorney
Who can doctors discuss your medical information with?
Living Will
What will happen if you’re unable to make your own medical decisions?
Second Marriages
Do your beneficiaries align with your wishes, including your former spouse or children from prior relationships?
Durable Power of Attorney
If you're incapacitated, who should be able to direct your assets without court approval?
Special Needs Trusts
If you have a loved one with special needs, how can you pass assets to them without jeopardizing government benefits?
Blended Families
Does your estate plan include your stepchildren?
Nontraditional Families
Does your estate plan protect your significant other or other family members?
Creditor Protection
Are the assets in your estate protected from your beneficiaries’ creditors?
Dementia
Does your estate plan, medical power of attorney or trust include the possibility of dementia?
Legacy Planning
Your advisor is here to help you understand how your assets will be distributed under your current estate plan and existing tax laws. We work with our in-house team of estate planning specialists, attorneys, CPAs, and any of your outside professionals to formalize your wishes. We want to help minimize your estate’s administrative burden and maximize the value distributed to your loved ones and the organizations you cherish.
Trust Services
Wills and trusts are a vital component of estate planning. They are legal instructions of where your assets should go when you’ve passed on. As part of your estate planning, we will work with legal counsel to help develop a will or trust that strives to fit your needs. One of the most important decisions in this process is who to name as trustee.
Even the best drafted document will fail to meet your goals if the trustee selected fails to carry out their role properly. You’ve worked hard to pursue your financial goals and your family deserves the counsel of an objective professional with experience.
Selecting a Trustee
Private Trust Services integrates seamlessly with your trusted financial advisor to provide corporate trustee services for you and your loved ones. There is no need to change your advisor, investment philosophy, asset management style or portfolio holdings. Private Trust Services will perform fiduciary trust administration duties in accordance with your trust document while your investment advisor will manage the investments.
Why you should select a corporate trustee:
Ability & Legal Knowledge
Trust Management by Professionals
Continued Investment Management
Experienced Professionals
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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.