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Estate Planning

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Peoples Estate Planning

Developing a financial estate plan requires a lot of decision making. Our Financial Advisors at Peoples Bank can help you consider numerous factors to make sure your wealth will pass on the way you want it to.

  • Local Team of Experienced Financial Advisors

  • Personal Attention

  • Professional Advice from a Trusted Partner

  • Plans custom-tailored to your family needs

Locate a Financial Advisor Near You

  • Provide financial independence for your family

  • Ensure that your property is preserved and passed on to your heirs

  • Avoid disputes among family members, business owners, or third parties (such as the IRS)

  • Provide for your children's or grandchildren's education

  • Leave a gift to your favorite charity

  • Avoid probate

  • Maintain control over or ensure the competent management of your property in the case of incapacity

  • Manage estate taxes and other costs

  • Transfer ownership of your business to heirs, partners, etc.

Locate a Financial Advisor Near You

Get More Info

Select from the options below to get more information on Comprehensive Financial Planning

Call 1-800-374-6123
to speak with a service representative.
Locate an office near you to meet and discuss in person.

 

 

Neither Peoples Bank and its associates nor Raymond James give tax or legal advice. Please consult your tax or legal advisor concerning your specific situation.

The Peoples Bancorp website links to third-party websites on the Internet. Peoples Bancorp provides links to these web sites only as a convenience. The inclusion of these links are not endorsements by Peoples Bancorp. The linked sites are not under the control of Peoples Bancorp, thus Peoples Bancorp is not responsible for the content of any linked site or any link contained within a linked site. Adobe Acrobat Reader 5.0 or above is required to access all PDF documents. Insured deposit products and services are offered through Peoples Bank,Equal Housing Lender, Member of FDIC.
Peoples Bank (w/ logo)® is a federally registered service mark of Peoples Bank.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal.  Peoples Bancorp and the investment center are independent of Raymond James Financial Services.  Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.  Therefore, a response to a request for information may be delayed.  Please note that not all of the investments and services mentioned are available in every state.  Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.  Contact your local Raymond James office for information and availability.  Links are being provided for information purposes only.  Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors.  Raymond James is not responsible for the content of any website or the collection or use of information regarding an website's users and/or members.

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