ESTATES

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 trust

Wealth allocations among generations

Beneficiary designations

Family gifting strategies

Charitable gifts and bequest

Business succession and family investment transition

Education funding

Incapacity

  • Advance health care directives
  • Durable powers of attorney


Retirement objectives