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Trust & Estate Planning
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It requires a team of experienced advisors to design and implement a successful estate plan. The seasoned staff at WoodTrust Asset Management will work closely with
each client's attorney and tax advisor to ensure an overall estate and generational-transfer plan is effective and accurate. Each of these professional advisors plays an important role in the design and implementation of a successful estate plan, whether
a client's goals and objectives are incorporated into a trust document or another legal instrument.
An experienced, knowledgeable attorney is vital in the process of drafting necessary estate planning documents. These legal documents can include a will and Powers of Attorney for both financial and health care matters. In many cases, a trust document is also highly desirable. These flexible documents can assist in many ways, both during life and for following generations. When combined with an experienced Trustee, estate planning through the use of trusts can prove to be a powerful legal centerpiece in dealing with
both basic and complicated financial affairs.
The WoodTrust staff provides extensive experience in serving as a corporate trustee and working with clients and their beneficiaries. We can help clients explore the value of establishing an estate plan and show how a revocable living trust can assist in implementing goals for financial security and transfer of assets upon death. WoodTrust offers a wide array of quality trust and estate planning services.
Trust and Estate Planning Services
- Revocable and irrevocable trusts
- Testamentary trusts
- Life insurance trusts
- Charitable trusts
- Special needs trusts
- Guardianship services
- Probate and estate settlement services
- Custody services
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Not FDIC Insured - No Bank Guarantee - May Lose Value
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Consumer Banking