The close of first quarter means spring is upon us, and while many will be undertaking spring cleaning projects at home, now is also an ideal opportunity to dust off your estate plan documents.
Entrusting your family’s well-being to a qualified and experienced professional is one of the most important gifts you can give them. At FineMark National Bank & Trust, we have extensive fiduciary experience to help make the right decisions for you and your family. We offer personal fiduciary services with the ability to act as a Trustee, Agent, Guardian and Personal Representative. We also take a sincere interest in getting to know you and your family to help draft and maintain an estate plan based on your intentions now and in the future.
Fiduciary services include the ability to act as sole, co- or successor trustee. As a fiduciary, FineMark provides investment management, real estate management and special asset management, closely held family business management, accounting and tax compliance. FineMark also maintains a close working relationship with your accountant and legal counsel.
Trust Administration services include discretion on behalf of your beneficiaries, professional asset management, endowment management, protection of your assets from excessive taxation and protection of your assets from unforeseen personal, business or health risks.
A Guardian of the Property or Conservator manages the financial affairs of a minor or individual with mental or physical limitations. Guardianship services include investment and management of all assets including non-financial assets, payment of bills and expenses, creation of a budget and overall cash flow requirements, and coordination of medical expenditures and insurance filings.
FineMark offers services to help with the settlement of your estate or transfer of wealth including inventory preparation, valuation and management of all assets, distribution of assets, payment of debt and expenses, tax and legal planning, tax preparation coordination and probate administration.
FineMark works with you and your legal team to help articulate your desires for the distribution of wealth. We take time to get to know you and your family so, when it’s time put your plan in writing, you can be confident it will be designed according to your wishes.
Estate Plan & Tax Review
Reviewing your estate planning documents periodically is important, especially if you have experienced any recent changes with your family, finances or health. FineMark helps make sure everything in your estate plan is up to date and in alignment with your wishes. In addition, our professionals advise you of tax law changes that could impact your plan.