Grandmother in plaid shirt, apron and gardening gloves holds flower pot still for young grandson as he plants yellow flowers

Trusts, Estates and Charitable Planning

Transfer your wealth when and how you want to – setting up future generations and fulfilling your philanthropic goals requires comprehensive multi-generational planning.
Speak with an Advisor

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.

Blue municipal building with peaked roof and four red columns
Planning

Taking time to consider what your future wishes might entail.



Blue municipal building with peaked roof and four red columns
Shaping your legacy

Establish long-term plans that support your own financial security and create financial well-being for your family and heirs.

Blue municipal building with peaked roof and four red columns
Philanthropy

Work to create a plan that supports the causes you believe in, to create a lasting impact for your lifetime and beyond.

Speak with an Advisor

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.

FIND AN ADVISOR

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.

DOWNLOAD NOW

We're here to help!

People’s United Advisors, Inc. helps institutions, employers, and individuals and their families navigate investment, trust, retirement, banking, and planning challenges.

Our experienced professionals work as a team, bringing specialized knowledge and solutions to the conversation.

Red and blue telephone. Call this phone number for help, to speak with an expert or for more information

Call us at (800) 392-3009 to schedule an appointment with a Financial Advisor.

A red and a blue person

Visit a local branch near you

People's United Advisors official logo

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


ADV Part 2A-2B - Privacy Policy - Legal Disclosure - Wrap Fee Disclosure

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


Business Continuity Plan - Commission & Fee Schedule - Financial Statement - Cost Sharing Arrangements - Order Routing Disclosure - Day Trading Disclosure - BrokerCheck


© 2020 People's United Bank, N.A.