OUR SERVICES

Trust & Estate Planning

 

The goal for some individuals is to preserve and transfer their wealth for future generations or to develop a philanthropic plan. Many establish trusts to minimize estate taxes and control how assets are distributed. River Wealth Advisors can analyze the benefits of various estate planning strategies and work hand-in-hand with your attorney to help establish a trust through our partner, Bridgeford Trust Company.

As an independent, full-service trust company with South Dakota Trust powers, Bridgeford Trust Company provides trust and fiduciary services to domestic and international families across the country and around the world. By deliberately selecting South Dakota over other top tier U.S. trust jurisdictions for its trust charter, Bridgeford Trust Company leverages that state’s industry-leading modern trust laws and represents a new and emerging wealth management service paradigm built around delivering direction and control to settlors of trusts, beneficiaries, and their advisors. Click here for an educational piece about many of the powerful planning tools available through our partnership with Bridgeford Trust.

Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific request and needs of the client. River Wealth Advisors LLC (“River Wealth”) does not serve as an attorney, accountant, or insurance agent. River Wealth does not prepare estate planning documents or tax returns, nor does it sell insurance products.