Trust Overview

Trusts and Other Estate Planning Strategies

Depending upon your specific situation and goals, there are many different strategies to facilitate the transfer of your estate in an expedient and tax-efficient manner. Your Ziegler financial advisor, along with the other professionals that you consult with such as your attorney and tax advisor, can help devise the right strategy for you. As an introduction, we’ve provided a brief description of some of the strategies and trusts that might be considered when creating your tailored financial plan.

Gifting 

Revocable Living Trusts 

Credit Shelter Trusts 

Irrevocable Life Insurance Trusts 

Family Limited Partnership 

Marital Trust 

Charitable Lead Trusts 

Charitable Remainder Trusts 

Our planning services are not financial planning (unless they are specifically called investment consulting services). They do not create an investment advisory or a fiduciary relationship (including under ERISA) between you and B.C. Ziegler and Company. B.C. Ziegler and Company will prepare a financial plan at your specific request through NaviPlan.

Investment consulting services are offered at B.C. Ziegler and Company only through investment advisory programs and are not available through traditional brokerage accounts and products. Please speak with a Ziegler Wealth Management financial advisor to further discuss the differences between brokerage and advisory products offered by B.C. Ziegler and Company.