A Private Bank Advisor will guide you through the estate planning process and help you develop a plan to distribute your assets securely and according to your wishes.
Throughout over 100 years of trust and estate planning experience, Fifth Third Private Bank has developed a comprehensive approach to help you examine all of your options and create a plan for the future.
Important questions you will need to consider include:
Do you want to determine when and how your heirs receive their inheritance?
Do you have children to provide for?
Is there a cause you care deeply about?
Do you have a loved one with special needs?
Estate and trust planning can help:
Direct your assets in the manner you choose. If you own property, such as a home, automobile, artwork, or other valuable items or financial assets, we can help you use titling of those assets to determine how they are distributed.
Avoid probate, which helps to keep your financial affairs private.
Care for your family if you become unable to handle financial responsibilities.
Alleviate stress by ensuring there is an experienced executor to coordinate the process so your family doesn’t have to take on that burden.
Prevent disputes or confusion by clarifying your wishes before you’re gone.
Reduce your tax burden by establishing charitable trusts, foundations, or leaving tax-free gifts to people you care about, among other options.
Preparing the next generation for inheritance
Let us help you articulate the vision for your legacy and put a plan in place to make it happen.
Ramon Rodriquez, Wealth Management Advisor, Fifth Third Private Bank, reviews key considerations to help prepare the next generation of your wealth.
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