Since 1958, Seacoast Wealth Management has been dedicated to acting in the best interests of our clients. Our seasoned Trust & Estate Settlement team understand that trust and estate planning are deeply personal, and we believe every plan should be customized to meet the unique needs of each client. By working closely with you, we develop individualized strategies to help you achieve your objectives.
Our main objective is to safeguard, maintain and grow your financial legacy for future generations. We customize our trust services to align with your complex financial objectives, offering detailed plans for asset transfer through estate and family succession planning.
Asset Protection
Safeguard your assets from potential risks and ensure they are distributed according to your wishes.
Tax Efficiency
Reduce estate taxes and preserve more of your wealth for your beneficiaries.
Peace of Mind
Know that your loved ones will be taken care of, and your wishes will be honored.
Avoid Probate
Bypass the lengthy and costly probate process with a well-structured estate plan.
Customized Solutions
Receive personalized advice and solutions tailored to your specific needs and goals.
What is the difference between a will and a trust?
A will Is a legal document that outlines how your assets will be distributed after your death. A trust is a legal entity that holds and manages assets on behalf of your beneficiaries.
Why do I need an estate plan?
An estate plan ensures that your assets are distributed according to your wishes, may minimize taxes and provides for your loved ones. It also may help avoid the probate process and protect your assets from creditors.
There are various strategies to minimize estate taxes that may include setting up irrevocable trusts, gifting assets during your lifetime and taking advantage of tax exemptions and deductions.
What is probate and how can I avoid it?
Probate is the legal process of administering a deceased person’s estate. You can avoid probate by setting up trusts, designating beneficiaries on accounts and holding assets jointly with rights of survivorship.
How often should I update my estate plan?
It's important to review and update your estate plan regularly, especially after major life events such as marriage, divorce, the death of a loved one, the birth of a child or significant changes in your financial situation.
The information contained herein is general in nature. It is not intended, and should not be construed, as legal, accounting, investment or tax advice.
