Protect your assets with a comprehensive plan
You’ve worked hard to build and maintain your wealth. But it takes a thoughtful wealth and estate plan — including goal-oriented investing, trust and tax planning, and prudent spending — to make sure it lasts well into the future.
At BNY Mellon Wealth Management, our experts are prepared to answer your most pressing questions about wealth and estate planning:
- Will my family have enough money to pay the taxes on my estate when I pass away?
- How can I ensure my children will manage their inheritance responsibly?
- How do I know if my financial advisor has my best interests in mind?
Want to Learn More?
Complete our contact form and we’ll connect you with an expert who can discuss your needs.
Estate Tax Strategies for Business Owners
It's critical that business owners leaving a large estate behind work with their Wealth Strategist to devise a plan that anticipates every eventuality and utilizes all the tools available to them.
Take Advantage of Increased Tax Exemptions Before It's Too Late
Affluent couples interested in taking advantage of the increased exemptions will want to do so sooner rather than later. A Spousal Lifetime Access Trust may be the ideal vehicle.
Contact us today and we will connect you with an expert advisor who can tell you more about our wealth and estate planning services.