Trust & Estate Planning

Trust & Estate Planning Overview

What is the best way to pass along your wealth?

Our fiduciary specialists have been helping families answer that question and manage their trust & estate planning for more than a century.

We can help you build a lasting legacy through

  • Proper estate plan development
  • Careful analysis of tax impacts*
  • Judicious use of revocable or irrevocable trusts
  • Clear-sighted estate settlement and trust administration
  • Careful management of custody accounts in accordance with your wishes

What type of trust and estate plan is right for you?

We will help you develop a customized solution that is best suited for your situation. Our offerings include:
  • Estate plan development
  • Revocable/irrevocable trusts
  • 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

Let's Start The Conversation

 

* 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.

** This is a hypothetical scenario based upon typical experiences. Any resemblance to actual individuals, living or dead, is coincidental.

 

Investment and Insurance Products Are:
Not FDIC InsuredNot A DepositNot Insured By Any Federal Or State Government AgencyNot Bank GuaranteedMay Lose Value