Estate Planning

Trustmont understands how important estate planning is to you—the registered representative—and your clients. That’s why we offer resources on current and future tax liability, provisions for charitable giving and life insurance to ensure that you can offer the most accurate, relevant and informed advice to your clients as they plan their estates. The Trustmont Group helps registered representatives and advisors look at the client’s estate planning needs in the context of a larger financial picture by working closely with attorneys to create an estate plan that considers all of client’s financial needs and goals.