Trusts and Estates | Northeast Wealth Management

ACH Schedule for Thanksgiving Day

In observance of the Thanksgiving Day federal holiday, we will be closed Thursday, November 23. Business Online Banking ACH files must be received by Tuesday, November 21, in order to settle before the upcoming holiday. ACH files received on Wednesday, November 22, will not settle until Friday, November 24.

You’ve worked hard to provide a secure financial future for your family. Proper estate planning is a multifaceted endeavor. Our Wealth Advisors will work with you to create a comprehensive, customized approach to accomplish your goals and fulfill your wishes—helping to ensure your trust, estate plan, and investments all align and work toward your intended goals. We’ll help you ensure the wealth you’ve built is preserved for your family as you intend.

Trust Services

Trust Administration

Trust administration carries out the terms of a trust once the grantor has passed away. This includes paying off debts, paying taxes, and collecting and distributing assets.

Property Management

Northeast can assist in coordinating the sale or title transfer of your property upon your passing. Additionally, we can manage any rental investments or other properties associated with your trust.

Will and Trust Reviews

Regular reviews of your will and trust terms is important. Northeast’s Wealth Management team will review your estate plan and ensure it complies with current laws—providing peace of mind that your wishes are being fulfilled.

Custody Accounts

Northeast can assist in setting up and administering custodial accounts for your minor beneficiaries.

Estate Settlement Services

Northeast makes sure your estate is properly administered and settled—ensuring your wishes are fulfilled.

Estate Planning Services

Asset Management

Our Asset Management team oversees and maintains your financial portfolio. We offer a customized, comprehensive, and integrated approach to managing your various assets, including but not limited to investments, real estate, liquid assets, and more.

Power of Attorney

A Power of Attorney (POA) is a written document authorizing someone to make decisions for you in the event that you are unable to do so for yourself. Northeast Wealth Management can help you establish a POA or serve as one for you. Additionally, we can act in the interest of minors who may or may not have other family members to handle and oversee their finances.

Charitable Giving

Gifts or bequests to charitable organizations are often an important aspect of estate planning. Common charitable giving plans include Charitable Lead Trusts (CLT), Charitable Remainder Trusts (CRT), gift annuity, and Donor Advised Accounts. Our Wealth Advisors can help implement a plan most appropriate for your gifting objectives.

Corporate Trustee

Through our trusted advisors, Northeast can serve as the Corporate Trustee to administer your trust.

Trust and Estates