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Providing lifetime financial security for your family or other loved ones.Read more about testamentary trusts
Creating a retirement plan that works specifically for you and your needs is more than just picking stocks and bonds.Read more about retirement considerations
Most people have a home state where they live, vote, hold a driver's license and file their taxes. When they pass away, that will likely be the state that will want to administer the estate, and in some cases tax the estate.Read more about estate taxes
Working as a partner with the family and our client's legal counsel as they create their wealth plan, we can participate in the review of drafting to ensure that all variables can be appropriately implemented to administration.Read more about navigating an estate plan
Donna Bernard and Joyce Cutler have worked together for more than 20 years to support their client's wealth management plans. They work as a team to make sure someone is always available to answer a client request or requirement, and also to define the best plan of action in financial planning for their client by engaging our Senior Financial Planner and Senior Portfolio Manager to support their clients needs and attain a successful client focus.Read more about Washington Trust’s team approach
The Department of Labor (DOL) now requires most financial professionals who provide advice on retirement investments to act as fiduciaries, meaning they are legally and ethically required to act in the best interest of their clients. Prior to this, most advisors acted under a 'suitability standard' which gave advisors more wiggle room.Read more about fiduciaries