Nearly 2 out of 3 American adults with children under age 18
do not even have a completed will.*

*Princeton Survey Research Associates International, January 2017

 

Wealth transfer solutions

Perhaps your estate planning requirements are simple, or maybe you have more complex needs such as a child with special needs or a beneficiary who has difficulties managing money responsibly. Whatever your wealth transfer challenges, we can help you find the right solutions including:

A notebook and pencil

Personal trusts

Charitable trusts

A person holding an umbrella

Irrevocable life insurance trusts (ILITs)

A person talks to three other people

Special needs trusts

A checklist and a pen

Reviewing beneficiary designations

A puzzle with four pieces

Inheritance equilization strategies for business owners and blended families

We can recommend appropriate trusts to fulfill your long-term goals, work with your attorney to create or change your turst, provide custody services and a strong fiduciary investment platofrm, apply investment strategies, administer distributions, and provide record keeping through our trust company partners.

Don’t forget that there’s more to estate planning than just your Last Will and Testament. At a minimum, you’ll also want to complete a Durable Power of Attorney, Living Will and Healthcare Proxy, as well as designate an executor for your estate.

Talk with a Janney Financial Advisor

You don’t need to go it alone. We can help you navigate financial questions and give you greater confidence about the future.

Find a Financial Advisor 

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