© 2024 M&T Bank and its affiliates and subsidiaries. All rights reserved.
Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), Wilmington Trust Asset Management, LLC (WTAM), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. International corporate and institutional services are offered through M&T Bank Corporation’s international subsidiaries. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank. Member, FDIC. 
M&T Bank Corporation’s European subsidiaries (Wilmington Trust (UK) Limited, Wilmington Trust (London) Limited, Wilmington Trust SP Services (London) Limited, Wilmington Trust SP Services (Dublin) Limited, Wilmington Trust SP Services (Frankfurt) GmbH and Wilmington Trust SAS) provide international corporate and institutional services.
WTIA, WFMC, WTAM, and WTIM are investment advisors registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, WTAM, and WTIM is also available on the SEC's website at adviserinfo.sec.gov. 
Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.
M&T Bank  Equal Housing Lender. Bank NMLS #381076. Member FDIC. 
Investment and Insurance Products   • Are NOT Deposits  • Are NOT FDIC Insured  • Are NOT Insured By Any Federal Government Agency  • Have NO Bank Guarantee  • May Go Down In Value  
Investing involves risks and you may incur a profit or a loss. Past performance cannot guarantee future results. This material is provided for informational purposes only and is not intended as an offer or solicitation for the sale of any security or service. It is not designed or intended to provide financial, tax, legal, accounting, or other professional advice since such advice always requires consideration of individual circumstances. There is no assurance that any investment, financial or estate planning strategy will be successful.
Skip to Main Content
Search Button

Wealth Management Services

Estate Planning & Strategic Wealth Transfer

Planning for the future and working to ensure that your wishes will be carried out doesn't have to keep you up at night. We can review your assets to be sure they are invested appropriately for your specific needs and provide guidance on how your wealth transfer plan is structured.

Understanding your challenges

For more than a century,* we have worked with individuals, families, and business owners to help translate their success into a meaningful and lasting legacy. We understand the issues you face, and we can help you address them in a thorough and disciplined way.

Our estate planning strategies seek to help you:

  • Pass your legacy on to your heirs
  • Grow your assets
  • Mitigate wealth transfer taxes
  • Protect your assets from creditors

The non-tax side of planning

There are a number of "non-tax" reasons for estate planning that relate to working to protect existing wealth and planning the transfer of wealth through generations, including:

  • Creating vehicles that may provide confidentiality and privacy
  • Creating mechanisms to help facilitate the efficient funding of charitable causes
  • Helping to ensure the proper care of minors or disabled family members
  • Providing for financial security during times of incapacity
  • Handling or avoiding probate in multiple states
  • Encouraging responsible behavior by future generations when they receive an inheritance

Through our collaborative approach to estate planning, we are happy to work collectively with your estate planning attorney and other advisors to provide comprehensive and customized service.

Talk to us about how we can help you with your estate planning so that you can work to efficiently transfer wealth to your heirs and charities in a tax-conscious** way.

*Wilmington Trust traces its roots to the founding of WTC in 1903.
**Wilmington Trust is not authorized to and does not provide legal, accounting or tax advice. Our advice and recommendations provided to you is illustrative only and subject to the opinions and advice of your own attorney, tax advisor or other professional advisor.

Contact one of our team members

Marguerite Weese Radnor PA

Marguerite Weese

National Director, Family Legacy Strategies

Email Marguerite

Related Insights

The Importance of a Will
Wealth Planning
Learn how your will dictates how your estate to be distributed after your death.
Read Article
Passing on Wealth and Values with Irrevocable Trusts
Anthony W. Lunger | Wealth Planning
Make sure your legacy reflects what is most important to you
Read Article
Estate Planning for the Modern Family
Sharon Klein | Wealth Planning
Learn why trusts still matter with today's evolving dynamics
Read Article

What can we help you with today

Search results are ready