Bank of Oak Ridge Investment Services Group
Estate and Wealth Transfer Planning
Working with you and your legal and tax advisors, our Investment Services Group Associates can assist you in
effectively transferring wealth from one generation to the next.
- Gifting Strategies
- Life Insurance
- Charitable Gifting Strategies
- Irrevocable Trusts
- Coordination with Legal and Tax Advisors
Estate planning is not just about minimizing taxes. It's also about protecting your family and creating a legacy.
Changes to the tax law have broadened the opportunity for legacy building. Our
associates are here to work with you on developing a long-range financial plan.
To find out more about our estate and wealth transfer planning services call us during business hours at (336) 644-8837 or
Email us.
INVEST Financial Corporation (INVEST), member FINRA/SIPC, a registered broker dealer and registered investment advisor, is not affiliated with Bank of Oak Ridge or Bank of Oak Ridge Investment Services, advisory services and insurance products offered through INVEST and its affiliated insurance agencies and are* not insured by FDIC* not a deposit or other obligation of or guaranteed by any Bank * subject to risks including the possible loss of principal.
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