Burke & Herbert Trust Services


 

What will happen to your assets when you’re gone? Who will manage them and how will they be distributed? Will the people and organizations you care about be taken care of as you wish? We can help you answer these important questions.

Burke & Herbert Bank in Northern, VA

Overview of Trust Services

Although trusts can seem complex, their basic goal is simple: to act as a legal document that allows you to maintain control of your financial affairs if you cannot do so yourself.

Trusts are often used to bequeath assets to heirs in an orderly fashion, and if the estate is substantial, trusts can be highly effective in shielding assets from estate taxes (consult a tax advisor for further information).

Trusts also can be structured to manage your affairs if you become sick or disabled, if you travel abroad for an extended period, or if your professional responsibilities preclude you from actively managing your assets.

You should expect three main things from your trust: control, flexibility, and income generation. At Burke & Herbert Trust Services, our goal is to help you build a trust to serve as a versatile, powerful tool to help you reach your long-term life goals.

Estate Planning and Asset Management

Proper estate planning is a key element of your financial plan and will help ensure that you preserve your assets for your future generations and organizations. We can help you design an estate plan that cares for your family and achieves your wishes.

Estate Planning and Asset Management

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member opens in a new windowFINRA/ opens in a new windowSIPC).

Insurance products are offered through LPL or its licensed affiliates. Burke & Herbert Bank and Burke & Herbert Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Burke & Herbert Wealth Management and may also be employees of Burke & Herbert Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Burke & Herbert Bank or Burke & Herbert Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government AgencyNot Bank GuaranteedNot Bank Deposits or ObligationsMay Lose Value

The LPL Registered Representatives associated with this site may discuss and/or transact securities business only with residents of the following states: AL, AK, AZ, CA, CO, DC, DE, FL, GA, IL, MA, MD, ME, MO, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WV.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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