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Our offices will be closed on Thursday, November 28, in observance of the Thanksgiving Holiday.Your loved ones’ future. Secured.
You want more control of your future, to shape your legacy, and to provide for people and causes you care about. Fulton Private Bank’s team of experienced trust and estate service professionals has the expertise and breadth of resources to make sure your plans are fulfilled.
Serving as a true fiduciary for you and your family, our dedicated wealth advisors plan and administer multi-generational trusts, revocable and irrevocable trusts, charitable remainder trusts, and more.
ESTATE SETTLEMENT SERVICES
A well-conceived estate plan gives you confidence that your wishes will be carried out and that family members are cared for. We can help efficiently transition your wealth -- working with your other professional advisors to assist with tax and legal concerns.
Our estate settlement services are designed to offer your beneficiaries the support and guidance they need during challenging times. Our Estate Settlement Officers assist families throughout the entire estate settlement process.
Each of these needs requires the meticulous attention of 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.
- Estates
- Guardianships
- Testamentary Trusts
- Special Needs Trusts
- Estate Planning
- Revocable and Irrevocable Trusts
- Charitable Remainder Trusts
Insights from our advisors:
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Special Needs Trusts: How to plan financially for special needs individuals Caring for a loved one with special needs can be both challenging and rewarding. When it comes to finances, it's important to understand your options and determine the best resources for the unique needs and situation of the recipient.
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