Estate Planning & Trust Services

Estate and Trust Services

Ensure your journey benefits generations to come.

Charting a course for your wealth to endure for generations to come is an important part of your holistic wealth plan. Whether you wish to leave a legacy to your heirs or to a favored organization, you and your Mariner Wealth Advisors team will develop a strategy together to meet your wishes while maximizing your potential wealth transfer. 

A well-designed estate plan distributes assets according to your wishes after death, while working to ensure that as much wealth as possible is passed on by minimizing taxes or other potential costs. 

Your advisor has unique insight into your needs and goals. The trust expert on your team will work with you and your advisor to understand what is important to you and design solutions to best fit your needs.

When starting this process, questions you may want to consider are:

  • Do you currently have a will or trust?
  • How do you protect assets from potential creditors?
  • Do you want your assets to remain in your bloodline?
  • Do you have a medical directive and/or power of attorney?
  • Do you wish to leave a legacy to heirs?
  • Do you wish to leave a financial donation to a charity?
  • Do you know how you want to transfer your wealth from one generation to another?

 

*Estate and trust services provided by Mariner Trust Company, an affiliate of Mariner Wealth Advisors.

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