Estate Planning

Providing assurance that your estate wishes are carried out.

With the complexity of today’s family arrangements and financial situations, estate plans are becoming a necessity for more and more individuals and families – not just the very wealthy. A carefully designed estate plan allows you to direct how, when and to whom your wealth will be distributed.

At Cambridge Appleton Trust, a dedicated team of trust and investment professionals will work with you and your professional advisors to create a customized estate plan that meets your wealth preservation objectives.

We offer exceptional expertise to help you:

• Reduce Estate Taxes. Without careful planning, estate taxes can absorb up to 50% of the estate you’ve worked your lifetime to accumulate by the time your heirs receive it.
  
• Develop an Estate Plan. Whether you seek to leave funds to your children from a previous marriage, make provisions for a child with a disability, or manage any other family circumstance, a properly structured plan can ensure that your wishes are carried out.
  
• Select a Trustee. Selecting a qualified trustee is one of the most important aspects of executing a successful trust program. Cambridge Appleton Trust can act as Trustee of living trusts, trusts created under will, endowment plans, and various other types of trust plans.
  
• Administer your estate plan. Cambridge Appleton Trust has the experience and resources to ensure that the finest details of your trust plan are carried out.

For more information on how Cambridge Appleton Trust’s estate planning services can help you meet your wealth preservation objectives, call James O'Neil at (877) 332-2862 (toll free) or (617) 441-4250. Or send us an e-mail.