Careful estate planning can safeguard your family and you from financial problems and emotion-laden conflicts down the road.
- An estate plan, including a will and possibly a trust, determines how your assets will be transferred to your heirs.
- Such a plan may involve other legal documents that detail who will manage your financial and family affairs if you cannot.
- Estate planning can include strategies designed to help ensure that your heirs or others you designate — rather than the state and federal governments — receive the greatest possible share of your assets upon your death.
Your Contango advisor will work with your existing team of attorneys, accountants and others to help ensure your estate plan is on target.
In addition, we can draw on the expertise and services of our affiliate, Western National Trust Company (WNTC), as well as our team of investment and portfolio managers, to develop and administer a program to oversee and safeguard the assets that will go to your family, a foundation, charity or other beneficiary.
