Estate Planning

It is crucial to create and properly maintain a well-structured estate plan that addresses your family’s needs. The following are some suggestions:

• Create or Update Your Will – Your will is the primary document used to transfer your wealth after death. Deciding now how you wish your legacy to be passed on to your heirs may avoid problems later.
• Review Your Estate Plan – Review and reassess your estate plan whenever you change marital status, make a career change or move to a different state.
• Select an Executor – Ensure your instructions will be scrupulously followed and your beneficiaries will receive personal attention.
• Consider Trust and Giving Strategies – If you have a sizable estate to manage, you may save on taxes through establishing trusts and gifting.

Choosing Planters Bank Trust Services as Executor will provide your estate with specialized skills in all phases of estate administration. We are objective and neutral professionals in carrying out our fiduciary duties. Yet our fees for estate administration are no greater than inexperienced individuals might be entitled to receive.

Contact a Planters Trust Services team member to find out more.

Trust Team Bank Offices