Trust & Estate Planning

Why Choose Isabella Wealth?

• Experienced Trust & Estate Management
  • We have been providing trust services and estate planning to our neighbors and surrounding communities for over half a century.
• Preserving Your Legacy
  • Our team of specialists will help establish estate settlements that offer reliable trust and estate administration in direct accordance with your wishes.
• Charitable Oversight & Support
  • We have extensive experience helping clients optimize their charitable giving through charitable trusts, endowments, and foundations. 

Our Trust & Estate Planning Checklist

We can help you plan for the future, protect beneficiaries, and contribute to charities by:

• Providing education on trust and estate planning, including wills and Power of Attorney.
• Reviewing your existing plan to ensure it accomplishes your goals.
• Making sure your assets are titled appropriately so that your plan will work.
• Offering suggestions to update your plan as changes in the laws and/or taxes occur.
• Ensuring your trust provides for your intended beneficiaries.
• Including your favorite charitable organization in your plan.

The Benefits of Trust & Estate Planning with Us

• Trust and estate planning is a core strength of ours. You’ll have a dedicated Trust Advisor plus a team of Wealth Advisors behind you supporting your estate planning goals.
• We can provide full-range services, including conservator, executor, trustee, or administrative agent for your customized trust and estate planning needs.
• Our highly skilled professionals can help you with asset preservation over generations, family complexity, professional management, tax reporting, and investment management.