Trusts & estate planning that prioritize your best interest.
There are different types of trusts and various reasons to use them—protecting your assets, minimizing your tax burden, and shaping your legacy. We help you provide for the people and causes you care about by planning and administering multi-generational, revocable, irrevocable, and charitable remainder trusts.
Estate planning for higher wealth assets requires the meticulous attention of our experts, who will work closely with you, your beneficiaries, attorneys, accountants, and other advisors to craft solutions to protect and preserve your family's assets. We can help efficiently transition your wealth and work with your other professional advisors to assist with tax and legal concerns.
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"We understand our clients’ hopes, dreams and wishes.”
–William Keatley III, SVP. Wealth Team Manager for Delaware, Maryland, & Virginia |
- Estate Planning
- Guardianships
- Testamentary Trusts
- Special Needs Trusts
- Revocable and Irrevocable Trusts
- Charitable Remainder Trusts
YOUR ESTATE HANDLED WITH EXPERT CARE
At Fulton Private Bank, our Trusts & Estates team includes estate planning attorneys, tax attorneys, and wealth advisory professionals. Your dedicated wealth advisor serves as a true fiduciary, meaning they're held to the highest standard and legally obligated to act in and prioritize your best interest and ensure your plans are fulfilled.
Your Fulton Private Bank estate planning services team will create a well-thought-out estate plan that reflects your wishes. Our Estate Settlement Officers guide families through every step of the settlement process. With us on your team, your beneficiaries will have the support and guidance they need during challenging times, giving you peace of mind.
Sophisticated wealth management, personalized banking, and more. Right here, in your community.
Learn how personal wealth management can maximize your wealth of opportunities.
