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- Financial and investment management to build your assets within any given time frame.
- Coordinating your investments in a company pension plan, IRA, 401(k), Social Security or other asset streams to ensure a comfortable retirement.
- Management of financial responsibilities to provide for your family, should you become unable to do so.
- Estate planning to enable timely distribution of your assets to beneficiaries at the lowest possible tax and probate costs.
- Charitable giving that can have positive financial effects for both recipient and donor.
- Service in the role of fiduciary and/or advisor to provide for your family's needs.
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ABOUT TRUST AND ESTATE SERVICES
KNBT Wealth Management offers exceptional experience in the intricacies of trust and estate planning, administration and management. Our trust specialists start by listening to the goals you wish to achieve for yourself, your beneficiaries or your business. Equipped with knowledge of the latest tax laws and financial analysis, they will respond with options on how your trust may be customized to achieve your objectives, including:|
KNBT Wealth Management Group 1620 Pond Road Allentown, PA 18104-2255 Phone: 610-366-9934 | Fax: 610-366-9939 |