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Financial Planning |
Trust and Estate Services |
Investment Management |
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Trust and Estate Services
Is there a best way to pass your wealth along to others? The answer isn't always clear, which is why
you need a partner with the skills and experience to help balance your competing obligations and express
your wishes unequivocally. At FirstMerit, our talented fiduciary specialists have been helping families manage
these issues for more than a century. Through proper estate planning, careful analysis of tax impacts* and the
judicious use of revocable or irrevocable trusts, we can help you build the lasting legacy you deserve.
You can provide for loved ones, protect a business, fund a charity, or build a financial foundation for your
family for generations to come. In addition, you can count on us for clear-sighted estate settlement and trust
administration, along with the careful management of custody accounts in accordance with your wishes.
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Estate Plan Development
Revocable/Irrevocable Trusts
Legal Consultation*
Business Succession Planning
Corporate Trustee Services
Charitable Giving Strategies
Trust & Will Administration
Fiduciary Management
Tax Administration*
Custody & Master Custody Services
Integrated Wealth Planning
Family Office Services
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Securities and Insurance products are:
* FirstMerit Bank, N. A. and its representatives do not provide legal
or tax advice.
Individuals should consult their personal legal/tax
advisor(s) before making
legal/tax related decisions.
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