Estate Planning

Enterprise Bank & Trust can assist you and your counselors in the creation of financially enabling mechanisms to help you align your resources to accomplish your goals for your life and for your heirs. Estate Planning allows you to plan for the distribution of your property. It saves tax dollars, professional fees and court costs. And, most importantly, it keeps you in control of your own affairs.

You have important decisions to make about the wealth you accumulate over your lifetime. You can pass it to your heirs or to the government in the form of estate taxes. Without a comprehensive estate and wealth preservation plan, your children and grandchildren may have to give up a substantial portion of their inheritance. When you die the government can levy estate tax charges at a rate of more than half. As a result, your heirs may have to sell assets just to pay the taxes.

Enterprise Bank & Trust can create and implement a plan that will not only preserve your assets after death, but will dramatically increase the wealth your children and grandchildren will receive.

Here are some of the wealth preservation strategies we employ for our clients:

• Testamentary Planning
• Living Trusts
• Generation Skipping Trusts
• Family Partnerships
• Planned Charitable Giving
• Wills

NOTE: Investment products offered through Enterprise Bank & Trust are:

• NOT FDIC insured
• NOT guaranteed by Enterprise Bank & Trust or any of its affiliates
• Subject to investment risk and may lose value