Your legacy, thoughtfully planned and preserved

There is a tendency to think legacy planning can wait until later in life. But if you have a vision for the future – and how you want it to unfold – the surest way to protect that vision is through comprehensive planning.

A carefully crafted plan can account for your family, your beneficiaries, your business, your favorite charities, your wealth and, most importantly, your wishes. Effective legacy planning combines choosing the right vehicles – wills, trusts, insurance and more – with the prudent selection, balance and placement of investments. Your PeoplesWealth advisor can help you efficiently transfer your wealth to your family or beneficiaries, in collaboration with your other legal and tax professionals. A well-executed estate plan provides peace of mind that your wishes will be carried out just as you intended.

Drawing an extensive array of trust and financial planning expertise, your PeoplesWealth advisor can help ensure your wishes are implemented.

Contact one of our advisors today

Disclosure

For your convenience you can meet with one of our PeoplesWealth Advisors at any PeoplesBank location by appointment. Set up an appointment today with a PeoplesWealth Advisor.