Estate Planning & Tax Planning
Estate, Gift & Trust Planning
Estate, gift and trust planning is more than wealth transfer upon death. Our estate planning process integrates your goals and values for a tax efficient disposition of your assets during life and beyond.
Depending on your objectives, your plan may include recommendations that can instill or pass on family values, minimize family turmoil, increase gifts to charitable organizations, and provide for heirs who may not have the experience or skills to manage substantial assets. We’ll work with you and your attorney to ensure the financial goals you set are reached, even after you are gone
We'll help you consider:
Medical power of attorney
Who can doctors discuss your medical information with?
Durable power of attorney
If incapacitated, who should direct your assets without court approval?
Living will
What happens if you're unable to make your own medical decisions?
Special needs trusts
Pass assets without jeopardizing government benefits for loved ones.
Blended families
Does your estate plan reflect your full family picture, including stepchildren?
Creditor protection
Are your estate assets protected from your beneficiaries' creditors?
Legacy & trust planning
- Ability & legal knowledge — seasoned professionals who understand fiduciary duties and estate law.
- Trust management by professionals — objective oversight without family conflicts or personal bias.
- Continued investment management — no need to change your advisor, investment philosophy, or portfolio.
- Experienced professionals — proven expertise to carry out your wishes as intended.
We work alongside estate planning specialists, attorneys, and CPAs — as well as any outside professionals you rely on — to formalize your wishes, minimize administrative burden, and maximize the value passed on to your loved ones and the causes you care about.
Wills and trusts are a vital component of estate planning. We’ll help you develop a will or trust tailored to your needs and guide you through selecting the right trustee — one of the most important decisions in this process.
The commentary on this website reflects the personal opinions, viewpoints, and analyses of Chittenden Group, and should not be regarded as a description of advisory services provided by LifeMark Securities or performance returns of any LifeMark Securities client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. LifeMark Securities manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
Let’s Review Your Estate Planning & Tax Planning Journey Today
203-723-7447
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