Estate Planning

A smart estate plan helps determine who receives the majority of your life's earnings - the IRS or your beneficiaries. Working together, we can build a comprehensive financial profile for you and establish a tax-sensitive estate plan that ensures the maximum possible percentage of your assets is transferred to your beneficiaries.

As executor or administrator of your estate, we take responsibility for the gathering, safeguarding, appraisal, valuation and investment of assets owned by the decedent - tasks that are often too complex or too personal to be carried out by family members. This can reduce the total taxes on your estate and probate for your beneficiaries.

We can ensure that all debts and taxes are paid and then distribute assets according to the provisions of the will or the requirements of the law. We bring peace of mind to your beneficiaries and integrity to the disposition of your estate.

Contact Wealth Management

To learn more, please call us at 800-871-8101 or e-mail us at Wealth_Management@TDBanknorth.com.