Designed to preserve family wealth and provide governance for the distribution of that wealth, trusts are often an essential piece of your wealth management plan to ensure your wealth transfers according to your wishes. With specialized knowledge, precise administration, and sensitivity to the needs of the beneficiaries, our trust professionals have the skill, experience, and compassion to provide the personalized care you expect. Trusts and estates are administered locally by skilled expert advisors located along Michigan’s west shore.
- Asset Protection
- Tax & Succession Planning
- Transactional Planning
- Special Needs Trusts
The time following the death of a loved one is very emotional, and that can be compounded with the complications and burdens that come with settling an estate. With expertise and compassion, Tanzol Bank Wealth Management advisors lift the burdens of the estate settlement process from the family.