The professionals in our wealth and estate planning departments will work alongside your D.A. Davidson financial professional, as well as your tax and legal advisors, to help you develop a deep understanding of your entire financial picture: where you are, where you’re going and planning for where you want to be.
Life changes quickly and we are often faced with important decisions that can have lasting consequences. Our holistic approach to planning will not only help you to build your wealth but ensure that your legacy is passed to your heirs and give you the peace of mind that your wishes were followed.
How should I include charitable giving in my financial plan?
How can I transfer my business to one of my children and be fair to the others?
Who should I name as my executor or trustee?
Do I need a power of attorney?
At D.A. Davidson Trust Company, we help you work towards the achievement of lifelong goals today and shaping your legacy for the future.