At Old Point, we take into account :
- Your resources and expectations
- Your family dynamics
- Your current estate and retirement plan
- Your assets, liabilities, business interests, potential inheritances, retirement accounts and liquidity needs
After a thorough review, recommendations are made, which might include the use of trusts, gifts and Will revisions. We help nurture your plan throughout your lifetime so adjustments are made to be sure your objectives are being met.
The advice given by the professionals at Old Point Trust is based on experience and a knowledge of:
- estate and trust law
- asset ownership
- asset management
- retirement benefits
We welcome the opportunity to work with your attorney, accountant, life insurance representative and other professional advisors in the creation and maintenance of your estate plan. By coordinating with all of your advisors, we strive to ensure all your needs are met.