
We can help you achieve your goals
Estate planning is an essential component of managing your wealth wisely. Our team of attentive, local trust professionals can help you:
- Set up a plan to preserve and protect your assets
- Provide for the future of your family
- Fulfill your philanthropic wishes
- Manage estate and gift taxes
Rely on Our Trust Experts
Our Trust Services team members each have an average of 15 years of experience. They are here to:
- Guide you through the necessary steps to help shield your assets from estate taxes and distribute your income in ways that best meet your needs and your wishes.
- Fulfill the critical role of steward to distribute income and principal to your beneficiaries as directed by legal documents.
- Protect all beneficiaries’ interests and conduct an evaluation of their needs for discretionary distributions of trust assets.
- Exercise fiduciary duties while containing administrative costs.
- Provide tax planning, tax filing, and record keeping services related to trustee responsibilities.
- Deliver combined reporting, account statements, and tax reporting to interested parties.

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 Agency • Not Bank Guaranteed • Not Bank Deposits or Obligations • May 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.