Estate & Legacy Planning

Estate & Legacy Planning

You’ve worked your whole life to build a legacy – are you confident in what will happen to it when you pass? By having a written, formalized plan that your legacy will be implemented based on your preferences, we hope you’ll feel confident/comfortable and have the ability to focus on what matters most. Your Wealth Advisor and Advanced Solutions Team are committed to making the complex simple with trusted advice. Our team can help you understand estate law and assist you in making educated, informed decisions on how to distribute your assets so that after your passing, your wishes will be honored.

Carson Private Trust

One of the most important decisions in estate planning is who to name as trustee. While a critical decision, choosing a Trustee is often given less thought than the structure of the plan or the choice of drafting attorney. Even the best drafted document will fail to achieve your goals if the Trustee selected fails to carry out their role properly. You’ve worked hard throughout your financial journey and your family deserves the counsel of an objective professional with proven experience.

Carson Partners Private Trust, a Trust Representative Office of National Advisors Trust Company, the nation’s largest federally chartered advisor owned independent trust company, can provide your family with professional guidance for multiple generations. Utilizing a Directed Trust model, Carson Partners Private Trust integrates seamlessly with your advisor to provide you with professional guidance, technology, and administrative support. There is no need to change your investment philosophy, asset management style or portfolio holdings.

To learn more about Carson Partners Private Trust, download one of our fact sheets:

Directed Trusts: Why Use One?   How to Choose a Trustee