Realizing your vision for the future requires a carefully crafted estate plan and the knowledge, guidance and resources of an experienced team.
An estate plan can help you control the transfer of wealth, fulfill your philanthropic goals and minimize taxes. A trust can be an important element of your estate plan, offering the flexibility you need to meet a variety of short and long-term planning goals. Your Bank of America Private Bank team can help you implement an effective estate plan and educate you on the types of trusts that may fit your needs.
Having served generations of families, we have the knowledge, resources and experience to administer trusts and estates with sensitivity and professionalism. Bank of America is ranked #1 in personal trust assets with $128B under management.1 With trust and wealth strategies professionals located in offices across the country, we can work closely with you, your family and your advisors to administer your estate plan both during and after your lifetime.
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1 Top 25 Industry Ranking – Personal Trust Assets Under Management (FDIC call reports, as of December 31, 2022).