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Estate Planning

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Wayne Hummer Wealth Management can assist clients in establishing financial plans designed for their lifetime and address the future needs of their families, favorite charities, and other beneficiaries. Our Professionals take financial concerns, unique circumstances, and tax considerations into account when dealing with each estate. We work with our clients and their legal professionals as part of their estate planning team. This involvement gives us a better understanding of our clients' plans and helps us administer and invest the assets more effectively. We also provide for survivors' needs and the disposition of property and assets.







Statement of Financial Condition  |  Important Legal Information  |  Investor Disclosures  |  Site Map
Securities and insurance products offered through Wayne Hummer Investments, Member FINRA /Member SIPC  |  Accounts carried by First Clearing, LLC, member NYSE/SIPC
Trust and Asset Management services offered by Wayne Hummer Trust Company and Wayne Hummer Asset Management Company, respectively.
NOT FDIC INSURED  |  NO BANK GUARANTEE  |  MAY LOSE VALUE
© Copyright 2007 Wayne Hummer Wealth Management
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