Trust and Estate Wealth Transfer Strategies Print

Fifth Third Private Bank can work with you to develop wealth transfer strategies that help you maintain control of the assets you have worked hard to accumulate. Do you want to determine when and how your heirs receive their inheritance? Do you have children to provide for or a cause you care about? We take the time to get to know you and understand your hopes and dreams for your family. We can assist you in creating a tax-efficient trust and estate plan to distribute your assets securely, and according to your wishes.

Do you need trust and estate strategies?

  • If you own property, such as a home, automobile, or artwork, or other valuable items or financial assets, a trust can help you direct your assets in the manner you choose. We can help you create an efficient estate plan using titling of your assets to determine how they are distributed.
  • The establishment and funding of a trust allows the assets in the trust to avoid probate, helping to keep your financial affairs private.
  • A trust and estate strategy can also help you take care of your family should you become unable to handle financial responsibilities.

If you have a family to provide for, a loved one with special needs, or a cause you believe in, you can turn to the trust and estate professionals at Fifth Third Bank for wealth transfer strategies that can help ensure that your assets are distributed according to your wishes.

The information contained herein is for information purposes only and does not constitute the rendering of tax or legal advice. You should consult with your tax advisor or attorney for advice pertinent to your personal situation.

Asset Allocation, Alternative Investment and Hedging/Diversification strategies are intended to mitigate the overall risk within your portfolio. Some strategies may be subject to a higher degree of market risk than others. An investor should understand the costs, cash flows and risks inherent in a strategy prior to making any investment decision. There are no guarantees that any strategy presented will perform as intended.

Fifth Third Private Bank is a division of Fifth Third Bank offering banking, investment and insurance products and services. Fifth Third Bancorp provides access to investments and investment services through various subsidiaries, including Fifth Third Securities. Fifth Third Securities is the trade name used by Fifth Third Securities, Inc., member FINRA/SIPC, a registered broker-dealer and registered investment advisor. Registration does not imply a certain level of skill or training.

Investments, investment services and insurance:
Are Not FDIC Insured Offer No Bank Guarantee May Lose Value
Are Not Insured by any Federal Government Agency Are Not a Deposit

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