Estate Planning and Asset Management
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.
