Effective wealth preservation and wealth transfer require prudent estate planning. An estate plan can protect yourself and your legacy, helping to grow and preserve your assets for the future and your heirs.

An estate plan can help ensure:

• Protection of your heirs by providing them with control and continuity of service
  
• Control of who manages and receives your assets after your death
  
• Administrative expenses and legal fees associated with handling your estate are minimized
  
• A greater share of your assets are transferred to your heirs and other beneficiaries

Estate planning is a lifetime event and your estate plan may change and evolve as your circumstances change. We can help you remain on course with your financial and planning objectives through ongoing review of your estate plan.
 

Our Financial Advisors and our experts at Oppenheimer Trust Company of Delaware can work with you and your legal or tax advisors through the complex process of estate planning, to help you achieve your financial and planning objectives.
 

Why You Should Review Your Estate Plan

You should review your estate plan in the event of:

• Any change in your financial objectives
  
• Marriage
  
• The birth of a child. grandchild or other beneficiary
  
• Any significant change in your net worth
  
• The sale or purchase of a property or business
  
• Divorce
  
• Death of a spouse or beneficiary
  
• Any changes in tax laws

Additional Links

Trust Services

Types of Trusts