Estate Planning & Inheritance

Estate planning is an essential part of any financial plan. Learn the key concepts and strategies, as well as what your options are when you receive an inheritance.

Estate Planning

Let us help you with the basic and more advanced approaches to estate planning, from understanding how wills and trusts work to learning strategies that may help protect your beneficiaries and assets.


If you’ve recently lost a loved one, we can help you identify what actions you may need to take, what to expect, and strategies for handling your inherited assets.

Personal Trust Services*

Trusts provide options for passing on assets that can help you minimize taxes and avoid a costly probate process. Through Fidelity Personal Trust Company, FSB, we can provide a variety of services for trust assets of $200,000 or more, from investment management to serving as trustee, co-trustee, or successor trustee.

Family Gifting

Whether you're teaching them the long-term benefit of being smart with money, or offering them a financial gift—or both—we can help you make a thoughtful investment in your family.