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Trusts, Estates and Charitable Planning

Transfer your wealth when and how you want to – setting up future generations and fulfilling your philanthropic goals requires comprehensive multi-generational planning.

Asset transfer is an important discussion at any level

Transferring wealth requires careful planning to ensure your wishes for the future are properly addressed. We work with you to do so in the most efficient way possible. And it all starts with a simple conversation – talk to us about putting a plan in place for your trust and estate needs.

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Planning

Taking time to consider what your future wishes might entail.



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Shaping your legacy

Establish long-term plans that support your own financial security and create financial well-being for your family and heirs.

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Philanthropy

Work to create a plan that supports the causes you believe in, to create a lasting impact for your lifetime and beyond.

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People’s United Advisors

We are investors. We are locally based throughout the Northeast and our clients are at the center of all that we do. People’s United Advisors offers wealth and investment solutions, customized to each client. We understand the investment and wealth space. We draw upon our tenured team’s expertise and the extensive resources of People’s United Bank to help clients navigate through their unique wealth challenges. As a fiduciary, we pride ourselves on acting in the best interest of our clients and providing each client with the uncommon expertise of People’s United Advisors.

People’s United Advisors will work with your local attorney or CPA to establish a plan that works for you.

  • Insure your assets with annuities and other planning techniques.
  • Create less conflict among loved ones
  • Ensure your wishes are upheld
  • Create fewer estate expenses
  • Transfer assets to heirs faster

From Basic to Advanced

Key tools for your estate planning needs

Estate planning is a crucial component of financial stability, and it can actually be a simple process. Even for families or individuals with more complex tax planning considerations, the options are finite and straightforward.

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Build for your future with WealthBuilder from People’s United Advisors

An online investment and portfolio management solution designed to deliver simple and scientific investment solutions.

  • It's SimpleYou answer five simple questions about what you’re investing for, your risk tolerance and your time horizon and we’ll recommend smart investment options tailored to your unique goals.
  • It's ScientificOur solutions are built from a rules-based, systematic approach to investing. This allows for us to automatically rebalance your portfolio, when appropriate. Also, we reinvest dividends which can help maximize your earning potential.


Annual fee 0.50%. Investment minimum $5,000.

We're here to help!

People’s United Advisors, Inc. helps institutions, employers, and individuals and their families navigate investment, trust, retirement, banking, and planning challenges.

Our experienced professionals work as a team, bringing specialized knowledge and solutions to the conversation.

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Call us at (800) 392-3009 to schedule an appointment with a Financial Advisor.

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Visit a local branch near you

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Disclosure

Investment products are offered through People’s United Advisors, Inc., a registered investment advisor. People’s United Advisors, Inc. is a wholly-owned subsidiary of People’s United Bank, N.A.

Investment Products are:

• Not Insured by FDIC or any Federal Government Agency
• Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate
• May Lose Value


ADV Part 2A-2B - Privacy Policy - Legal Disclosure - Wrap Fee Disclosure

Annuities are offered through People’s Securities, Inc., a Broker/Dealer, member of FINRA and SIPC, an insurance agency and a registered investment advisor. People’s Securities, Inc. is a subsidiary of People’s United Bank, N.A. Investment products may involve risk, including possible loss of principal. Investment and Insurance Products are:

• Not Insured by FDIC or any Federal Government Agency
• Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate
• May Lose Value


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