ACCOUNT ACCESS

Planning

Legacy planning involves determining the amount of funds to leave to children, family, and charitable organizations. In concert with your legal or tax advisors, Family Heritage Trust administers and manages your assets to ensure they are appropriately organized and managed to ensure maximum value at the time of your passing. Legacy planning also addresses blended family issues as when divorces and remarriages occur along with special provisions for the elderly or special needs heirs that require advanced planning and instruction.