Transferring Your Legacy
Framing the Future
What will your legacy be? You may want to make a generous gift or transfer wealth to your heirs. Whatever your plans, preparing in advance allows you to make arrangements that preserve your values and intentions.
Have a Plan
Envision what you’d like to pass on. Is it financial security to your heirs? Gifts to organizations or institutions you care about? Both? Spend time identifying beneficiaries — and assets — and enjoy planning how you’ll share your legacy.
Assess Your Estate PlanCreate a Customized Investment Strategy
Develop an investment strategy that will bring your legacy to life. With your Wealth Advisor, explore both traditional and innovative ways to share your wealth, including trusts, endowments and foundations.
See Our Approach to Investment ManagementGrow, Protect and Transfer Your Legacy
Don't just focus on strategies for building your legacy. The value of your estate will vary based on the transfer vehicle you choose. Be informed about wills, insurance beneficiary designations, trusts and other strategies to transfer wealth efficiently.
Explore Estate Planning and Charitable GivingRelated Insights
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