Our transfer and estate planning services are comprehensive, working with CPAs, attorneys and any of your other business advisors to ensure your wealth is managed according to your wishes in the event of death or disability. Our expert financial advisors take the time to learn about your financial situation and the goals for your family and business — leading to a seamless transition and distribution of wealth according to your wishes.  We evaluate the effects of inter-generational transfers, charitable giving options and protection of your assets on your estate.

Your advisors at Meritrust focus on risk mitigation strategies designed to solidify the strength of your long-term wealth prosperity. We consult with tax experts and attorneys when necessary to ensure the highest level of trust in support of your wealth preservation plan.

Our wealth preservation services include:

• Intergenerational Transactions – Passing your wealth to future generations may be one of your primary goals and if it is, our expertise and experience in advising client to preserve the family or company asset base would provide value to you as you plan for your future. There are transfer taxes, probate costs and general operational considerations to consider as you develop your long-term family plan.
• Charitable Planning – If charitable giving is a part of your wealth preservation or estate plan, the options available to you are an important component to consider. Whether you are considering a legacy approach or specific gifts to your favorite charity, we will be able to advise you on how best to maximize the impact of your intent and available assets.
• Inheritance & Gifting – With the complications of estate and gift law, it is essential that you adequately consider the options available to you in any wealth preservation plan. We work with experienced CPA’s and attorneys to provide our best advice for your individual situation.  Everyone’s situation is unique, and the best plan includes a customized approach to your asset transfer planning.

For companies with executives retiring in the future, our seasoned financial advisors will develop a financial strategy, including executive or business owner compensation planning, considering targeted benefits available upon retirement. This planning will include both qualified and non-qualified plan designs to provide the most tax and cost-efficient path to achieve your goals.