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Inheritors

“I miss my grandfather’s smile, but I’m thankful for the legacy that he left us.”

An inheritance takes a lot of planning. It’s important that you prepare yourself for increased wealth or your gift may end up dwindling down to a fraction of its original size. Odds are that the money wasn’t given to you so the IRS could take it. Your inheritance is meant for you. Shouldn’t you be able to make the most of it?

With over a century of experience in trusts, estate planning and wealth management, Wachovia Wealth Management can help you ensure that you are prepared to manage the inheritance left for you. And, when the time comes, your children and heirs will be prepared to manage their legacy as well.

We’ll work with you to develop a custom wealth management solution that includes:

Financial Analysis and Planning
Insurance Services
Investment Management
Estate Planning
Banking, Asset Management, and Credit
Charitable Giving

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