2 out of 3 American adults
do not have a completed will.*

*Caring.com, 2021 Wills and Estate Planning Study, 2021

 

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 solutions that align with your best interest 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 equalization 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 trust, provide custody services and a strong fiduciary investment platform, 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 Health Care Proxy, as well as designate an executor for your estate.

Talk with a Janney Financial Advisor

You don’t need to go it alone. Wherever you are on your wealth journey, we can build a tailored financial plan and make recommendations that are aligned with your best interest and unique needs, goals, and preferences. Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.

Find a Financial Advisor 

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/