Estate Planning & Trust Services

Estate Planning & Trust Services for Individuals from MCB

Estate planning is something many people don’t really want to think about, but it is a crucial part of individual wealth management. One of the biggest problems with most estate plans is, quite simply, not having one. That’s why it’s so important for people to make sure they have a will, an assigned healthcare power of attorney and financial power of attorney, a testamentary trust and a living will. How can you make sure you have these important elements in place – and what can you do if you don’t? When you count on MCB Business Consultants, we can help.

At MCB, we’ll make sure that you have the necessary elements in place, and we’ll help you keep your plan updated as your life changes, your assets grow, your business develops and your family changes. We’ll connect you with a trusted attorney who will help you carry our your wishes, so that your trust ensures that your assets are managed and distributed after your death as you desired. We’ll explain to you the different options available to fund trusts, such as life insurance or disability insurance, and finally transfer your wealth upon your passing to heirs or charitable organizations.

MCB helps individuals get the estate planning and trust services they need.

MCB offers many trust services; so that you can rest assured your estate is in good hands when you work with us. We are happy to offer our clients the following estate planning and trust services:

  • Bill paying
  • Automated deposits and disbursements
  • Investment management and diversification of account assets
  • Annual tax reporting and investment reporting
  • Periodic statements

MCB can help you with an estate planning and trust solution that suits your individual needs. To learn more about the services we provide, contact us online using our convenient form, or feel free to call our Buffalo, Syracuse or Utica office. We will be more than happy to schedule a time to meet with you and help you with your estate planning and trust needs. We look forward to serving you.