a woman viewing her laptop computer

Transfer of Wealth

Establishing a plan to transfer your wealth can be complex. Citizens Bank and Trust Private Banking is here to assist you in creating a plan that is easy to understand and accomplishes your goals. Proper planning is one of the best gifts you can leave to your loved ones. Whether you are leaving your assets to family, your favorite charity or creating a foundation, our guidance will help accomplish your goals and establish your legacy. Estate planning isn’t something you visit once, it is an instrument that can change as your needs change or as the laws change.
Let our Private Banking experts guide you through how to efficiently transfer your wealth and honor your wishes.