Equitable Trust assists clients in formulating and implementing their estate plans. The process is one of sharing our knowledge and experience with clients’ other family advisors to develop comprehensive estate and wealth transfer plans reflective of specific goals and vision. We encourage reviews of wills, trust documents and wealth transfer strategies to confirm present intent and consistency with current tax rules, case law and regulation.

wealth
transfer
  • Review will and trusts
  • Wealth allocations among generations
  • Beneficiary designations
  • Family gifting strategies
  • Charitable gifts and bequests
  • Business succession and family involvement transition
  • Education funding
  • Incapacity
    • Advance health care directives
    • Durable powers of attorney
  • Retirement objectives