Trusts, Estates and Charitable Planning
Asset transfer is an important discussion at any level
Transferring wealth requires careful planning to ensure your wishes for the future are properly addressed. We work with you to do so in the most efficient way possible. And it all starts with a simple conversation – talk to us about putting a plan in place for your trust and estate needs.
Taking time to consider what your future wishes might entail.
Establish long-term plans that support your own financial security and create financial well-being for your family and heirs.
Work to create a plan that supports the causes you believe in, to create a lasting impact for your lifetime and beyond.
People’s United Advisors
We are investors. We are locally based throughout the Northeast and our clients are at the center of all that we do. People’s United Advisors offers wealth and investment solutions, customized to each client. We understand the investment and wealth space. We draw upon our tenured team’s expertise and the extensive resources of People’s United Bank to help clients navigate through their unique wealth challenges. As a fiduciary, we pride ourselves on acting in the best interest of our clients and providing each client with the uncommon expertise of People’s United Advisors.
People’s United Advisors will work with your local attorney or CPA to establish a plan that works for you.
- Insure your assets with annuities and other planning techniques.
- Create less conflict among loved ones
- Ensure your wishes are upheld
- Create fewer estate expenses
- Transfer assets to heirs faster
From Basic to Advanced
Key tools for your estate planning needs
Estate planning is a crucial component of financial stability, and it can actually be a simple process. Even for families or individuals with more complex tax planning considerations, the options are finite and straightforward.
We're here to help!
People’s United Advisors brings uncommon expertise in the form of pragmatic, thoughtful wealth management solutions to individuals, families and organizations. Our experienced professionals work as a team, bringing specialized knowledge and solutions to the conversation.
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Disclosure
Investment products are offered through People’s United Advisors, Inc., a registered investment advisor. People’s United Advisors, Inc. is a wholly-owned subsidiary of People’s United Bank, N.A.
Investment Products are:
• Not Insured by FDIC or any Federal Government Agency
• Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate
• May Lose Value
Annuities are offered through People’s Securities, Inc., a Broker/Dealer, member of FINRA and SIPC, an insurance agency and a registered investment advisor. People’s Securities, Inc. is a subsidiary of People’s United Bank, N.A. Investment products may involve risk, including possible loss of principal. Investment and Insurance Products are:
| • Not Insured by FDIC or any Federal Government Agency • Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate • May Lose Value |
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