Plan Today, Protect Tomorrow: Estate Planning for Peace of Mind and Security
A comprehensive estate planning framework helps protect assets, honor wishes, and support those who rely on you. Three core elements often form the foundation: the Last Will and Testament, living trusts, and durable powers of attorney. Creating a thoughtful plan begins with clarifying your goals and taking a comprehensive inventory of your assets. Contact a member of our team to get started today.
Our team takes the following into account:
- Your resources and expectations
- Your family dynamics
- Current estate and retirement plan
- Your assets, liabilities, business interests, potential inheritances, retirement accounts and liquidity needs
Contact Us to Get Started on Your Plan!
The Estate Planning Process
Creating a thoughtful plan begins with clarifying your goals and taking a comprehensive inventory of your assets. Our Towne Trust team can help you organize accounts, centralize information, and coordinate with your broader advisory team to keep your estate plan cohesive and efficient.
Estate planning should be revisited at regular intervals. Major life events—marriage, the birth of a child or grandchild, divorce, relocation, selling a business, significant new acquisitions, or retirement—our team can help you navigate all these changes.
Choosing the Right Estate Planning Professional
Towne Trust is the Right Partner to Help You Protect Your Assets
A Checklist to Evaluate Prospective Professionals
- How long have you focused on estate planning?
- What is your background with revocable trust structures, blended families, multi-generational wealth, philanthropic strategies, or closely held businesses?
- How are fees structured, and how are updates handled as rules or life circumstances change?
- Can you explain sophisticated strategies such as setting up a trust, charitable giving vehicles, or business succession, in clear, practical terms?
- How accessible is your team for in-person reviews?
How Can Towne Trust Company Support Your Estate Planning
Our relationship-focused approach to estate planning support offers solutions designed to complement your work with legal and tax advisors.