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Estate Conservation

If you're married, have children and own property or other valuable assets, you're a candidate for estate planning.* An estate plan includes a carefully detailed account of your assets, along with an outline of how those assets are to be distributed to designated beneficiaries. An estate plan may also address a number of important issues, from naming a guardian for your children to appointing the person who will distribute the assets.

If you're a business owner, an estate plan should be an essential part of your business plan. In fact, a family business owner is apt to have more estate planning issues than anyone else.

Contact a Representative today

Whether you're planning for retirement, funding a college education or protecting your assets, we can help.

Call us at 800-649-7077
E-mail us

*For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither Bancnorth Investment Group, Inc. nor any of its representatives may give legal or tax advice.

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Every plan begins with a conversation. Contact us to schedule an appointment.

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Bancnorth Investment Group, Inc. is:
• An independent registered broker-dealer • Not affiliated with TD Banknorth, N.A. or its related companies • Member FINRA and SIPC.
Securities and insurance products are provided by Bancnorth Investment Group, Inc.:
• Not a Deposit • Not FDIC Insured • Not insured by any Federal Government Agency • Not Guaranteed by the Bank or any Affiliate • May be Subject to Investment Risk, Including Possible Loss of Value • Advisory services may only be offered by Investment Adviser Representatives in connection with a PrimeVest Advisory Services Agreement and disclosure brochure as provided.

Investment Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.