Wealth Planning


Enhance the impact of your wealth through strategic giving and charity with Merrill and Bank of America. Our comprehensive services help you navigate the complexities of wealth impact planning, from trusts and estate management to personal philanthropy and legacy planning. Whether you're looking to minimize taxes, support causes you care about, or ensure your assets are transferred according to your wishes, our expert advisors are ready to assist you in making meaningful contributions that align with your values and financial goals.

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