If you want to understand the complexities of estate planning so that you can be sure your family is provided for, start here with these overviews written by our experts.
Choose the categories below for basic information. Or if you’re a Private Passport client, sign on now to access more detailed information.
Wills
Why do you need a will? It’s the key to having power over your assets—now and later. Find out about how a will and a trust can give you control and security.
Estates
With the help of a Northern Trust relationship manager, find out how you can distribute your assets the way you want and minimize taxes.
Trusts
A trust is another tool for giving you power to grow and conserve assets. Find out how you can serve as trustee, or rely on our experience and reputation.
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Refer to our Personal Banking services: Browse our Tax Center for news and analysis of recent tax changes |
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