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Estate Planning and Philanthropy

You've worked hard to achieve the life you desire. Now you want to make a difference in the lives of your heirs, as well as find ways to support the causes you believe in. How can you pass on your wealth with the smallest tax liability and greatest benefit to loved ones?

A Merrill Lynch Financial Advisor can recommend tax-efficient ways to help hand more down to the next generation and create a philanthropic legacy. Ask your Financial Advisor whether a private family foundation or a donor-advised fund is the best charitable vehicle for you. You may also want to talk about Merrill Lynch's Trust Administrative Advantage (TAA) program to help simplify administrative chores for your personal trusts, as well as other estate-planning services offered by Merrill Lynch Trust Company.
 
SUCCESS STORIES: Meet Clients Who Achieved Life Goals with the Help of Their Merrill Lynch Financial Advisor

He Understands the True Meaning of Wealth: "I'm More Interested in the Good Things I Can Do for Other People"

Tony and Annette struggled to put themselves through college, while raising three children. They never forgot the help they got along the way. Today, having built up a very successful company, the two can afford to devote themselves to helping others.

"For me, it's not so much about making money," Tony notes. "I'm more interested in the good things I can do for other people." Working with their Merrill Lynch Financial Advisor, the couple established a private foundation dedicated to giving young people who need it a helping hand. Because cross-country skiing is one of Tony’s passions, the foundation, among other things, supports athletes who have dreams of becoming Olympians. While Tony and Annette watch with pride the young people they sponsor, their Financial Advisor keeps a watchful eye on their portfolio.



He Understands the True Meaning of Wealth
This Former Football Coach Is Tackling Illiteracy Now

Fitzgerald Hill's team of Merrill Lynch Financial Advisors helped him create a financial game plan that allowed him to walk off the gridiron without compromising his family's financial security
Taking a Permanent Sabbatical to Work for Good

With a Merrill Lynch Financial Advisor watching over his portfolio, this client was able to quit his job and pursue his passion — international volunteer work — full time.
All About The Kids

Retired Pittsburgh Steeler Jeff Hartings and his wife, Rebecca, created their own
foundation to protect underprivileged children.

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Neither Merrill Lynch nor its Financial Advisors provide legal or tax advice. You should consult with your own legal/tax advisors regarding your particular situation.