Tax and Estate Planning

Planning for loved ones when you’re gone should be a primary concern.  These aren’t easy topics to talk about.  But if left unaddressed, the end result can be devastating because estate taxes range from 37% to 55%.  Your assets may fall short of your long-term goals.  More than half of your estate could be lost to taxes and  even cherished family real estate and heirlooms might have to be sold to pay estate taxes.  Proper planning is essential in the process of preserving and growing wealth for you and your family.

The trust officers at Bay Trust are trained and experienced in estate planning, and can design an estate plan that will minimize estate taxes while ensuring distribution of your assets in the manner you specify.  To review your situation and develop a plan that preserves your assets for your heirs, call Bay Trust to set up an appointment.