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My Estate Plan

Having an estate plan in place can help take care of the people you care about – including yourself.

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What is an estate plan?

An estate plan details how to transfer the right property to the right people at the right time. This includes a plan for assets like your home, cars, investment accounts, retirement accounts or pensions and any other important personal belongings. An estate plan can also account for who will help make healthcare and/or financial decisions if you become unable to make decisions yourself.

Having an estate plan in place: 

  • Assures that you and your spouse's affairs are handled the way you wish – including your healthcare and financial needs 
  • Allows you to avoid probate court 
  • Reduces estate taxes by placing property and other assets in trusts 
  • Enables you to make provisions to care for and protect children and other beneficiaries 
  • Protects your assets from unforeseen creditors or lawsuits

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We Can Help

Estate Planning Tools

A thoughtful plan can make a difference for you and your loved ones. Below are several estate planning tools that can be part of an overall estate plan:

Will

Power of Attorney – Financial Durable and Healthcare

Revocable Trust

Advance Directive

Family Mission Statement

Disposition of Remains

Learn more about how to talk to your loved one, available resources and the importance of engaging with professionals to create a plan.

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Addressing Cognitive Decline in a Loved One

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Addressing cognitive decline is very difficult for families. If you suspect cognitive decline in a loved one, time may be of the essence. There are sometimes treatment approaches that can slow that decline. If physical decline is also a concern, remedial measures should be taken quickly to improve safety. Below are warning signs to look out for:

  • Difficulty walking, balancing and mobility 
  • Noticeable difference in dexterity 
  • Confusion 
  • Changes in mood 
  • Unexplained bruising 
  • Forgetfulness 
  • Leaving burning stove unattended 
  • Spouse answering for the person, minimizing behaviors 
  • Hoarding 
  • Failure to manage medications 
  • Poor hygiene
  • Change in sleep patterns
  • Inability to attend to housekeeping 
  • Poor diet
  • Late payment notices, collections
  • Unsafe driving
  • Falling victim to fraud or exploitation with finances, products, or services

Learn more about how to talk to your loved one, available resources and the importance of engaging with professionals to create a plan.

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We can also help you with...

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Retirement & Financial Planning

Retirement planning can help you define how your income and assets can provide the lifestyle you want as well as healthy savings habits. Learn how to start planning for retirement today.

LEARN MORE about the options you have to make your retirement financially secure.
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Private Banking

As a private banking client, you will have exclusive financial solutions provided to you with personalized service to help you manage your finances wherever you are.

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