Go from achieving success to achieving significance

You’ve worked hard and invested carefully to achieve financial success. Now one of the most rewarding things you can do with your wealth is share it with the people and causes you care about.

Giving not only feels good—especially when you can see the difference it makes in the lives of others—it can also help define how you will be remembered. We offer a broad range of trust capabilities that can help:

  • Make sure your spouse is taken care of for the rest of his or her years
  • Ease your loved ones’ difficulties during their time of grief by having planned ahead
  • Care for a family member with special needs
  • Avoid the cost, time and publicity of probate 
  • See that your assets are distributed according to your wishes
  • Reduce your taxable estate—so you can transfer more to your intended heirs

Addressing estate planning now can help alleviate your concerns about the future, relieve the burden on your loved ones, and see that you’re leaving behind the kind of legacy you deserve. 

Contact me today for a complimentary trust review and consultation. 

Additional resources

If any of these pieces inspires a question or investment idea, please contact me any time. I’d love to hear from you.

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Disclosures

Trust services are provided by third parties. RBC Wealth Management and/or your financial advisor may receive compensation in connection with offering or referring these services. Neither RBC Wealth Management nor its financial advisors are able to serve as trustee. RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.

Margarita Perry, NMLS # 558341 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.