Legacy and Philanthropic Planning
Design a wealth strategy for today and the future

Taking legacy and philanthropic planning to the next level
You and your family have unique legacy and philanthropic goals and we’re here to help you work towards them by providing holistic and compassionate guidance.
People and expertise you can trust
Your dedicated team of professionals understands how to protect assets and comply with the many regulatory, tax and legal requirements for the prudent management of trusts and investments.
Your dedicated team of professionals can:
- Confirm if your goals are reflected in your will and/or trust during the planning process
- Ensure directions in your will and/or trust are carried out
- Settle estates in a timely and efficient manner
- Maintain contact with and act on behalf of beneficiaries
- Serve as trustee for trusts requiring complex administration
- Implement strategies to minimize estate taxes
- Plan for charitable dispositions
Planning for the expected and the unknown
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Private Trusts
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Trustee Services
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Other Planning Services
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Investment Management
TD Wealth Planning
About TD Wealth

Let's start the conversation
Our TD Wealth Advisors are available to provide you with advice to help you meet your financial goals.