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Trusts Services

At Johnson Wealth Management, we understand that trust and estate planning are critical aspects of long-term wealth management that most of us would rather put off. Indeed, it’s easy to think estate planning is only for the elderly or the very wealthy, but in reality, it's vital for everyone, regardless of age or financial status. Our approach to trust and estate planning is comprehensive and tailored to meet the unique needs of our clients, including families small and large, high net worth individuals, business owners, executives, and those experiencing significant life transitions.

Securing Your Legacy

We believe that estate planning should do more than just outline the distribution of your assets. Rather, it should ensure that your legacy is preserved and passed on according to your wishes. Our local, personal relationship managers work closely with you to understand your specific goals and concerns. We collaborate with attorneys and CPAs to ensure seamless integration of applicable legal, tax, and financial perspectives in your estate plan.

Our Services Include:

Collection and Valuation of Assets:

We’ll meticulously gather and value all your assets to create a clear picture of your estate.

Payment of Expenses and Distributions:

Our team ensures that all expenses are considered and that required distributions are made following your estate plan.

Management and Custody of Investments:

We provide comprehensive investment management and custody/trust services for your assets.

Wealth Transfer Plans:

Our advisors develop strategic plans to transfer your wealth efficiently and in observance of your wishes and tax impacts.

Coordination with Professionals:

We coordinate with outside accountants and attorneys to ensure all tax and estate planning elements are considered.

Variety of Trusts:

We offer an array of trust options, including revocable, irrevocable, charitable, court-created, and special needs trusts, each tailored to meet different estate planning objectives.

At Johnson Wealth Management, we're committed to helping you plan for the future with confidence. Whether you're just starting your family, navigating a business transition, or preparing for retirement, we're here to provide guidance and support every step of the way.

Contact Johnson Wealth Management

Reach out to us to start the conversation about your trust and estate planning needs and secure your legacy for generations to come.