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
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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
Selecting the right partners is essential to protecting your assets, honoring your wishes, and supporting your loved ones over time. Two professional roles typically play central parts in implementation: legal counsel to draft and review core documents and a financial advisor to align investment strategy, retirement accounts, insurance, and beneficiary designations with your overall plan. We've provided you with helpful resources to make a well-informed decision.
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 Towne Trust Company Can Support Your Estate Planning
Our relationship-focused approach to estate planning support offers solutions designed to complement your work with legal and tax advisors.
Meet the Towne Trust Team
Contact Us to Get Started with Your Estate Planning Today!
Investment and Insurance products are Not a deposit, Not FDIC-insured, Not guaranteed by TowneBank, Not insured by any state or federal government agency, subject to risk and may go down in value.
The information provided is not intended to be legal, tax, or financial advice or recommendations for any specific individual, business, or circumstance. Towne Trust Company cannot guarantee that it is accurate, up to date, or appropriate for your situation. You are encouraged to consult with a qualified attorney, accountant, or financial advisor to understand how the law applies to your particular circumstances or for financial information specific to your personal or business situation.