Trust Services

Trusts can be extremely effective estate planning tools for minimizing taxes and probate fees, and providing for your beneficiaries, both during and after your lifetime. They may be used to shelter assets from future claims, while continuing to collect income from those assets. They may also be used to pass wealth to future generations, or to provide for charitable organizations.

Through our strategic partners, your Ziegler financial advisor has the ability to tailor a solution to fit the needs of you and your family.

Learn more about trusts and other estate planning strategies.

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.