Estate Planning

Estate Planning with ENB Money Management lets you be the decision maker, even after your death. Simply put, estate planning is the collection of steps you need to take to make sure your loved ones are provided for in the best possible way, including lifetime planning and disposition of your property, at death.

Regardless of the size of your estate, it’s important to work with professionals you can trust. Our ENB Money Management team takes the time to learn about you and your individual needs. We’ll coordinate with your attorney, life insurance carrier, and accountants to make sure your wishes are carried out exactly as you specify.

Estate Planning with ENB Money Management

Customized, flexible planning for individuals and businesses
Low minimum balance requirements to get started
ENB Money Management as your Executor can probate wills, distribute and safeguard assets, file tax returns, pay claims, collect debts, appraise assets, handle estate bookkeeping

Contact us and we’ll answer your questions.

Investments are not FDIC insured, are not deposits or other obligations of the bank or guaranteed by the bank, involve risks, including possible loss of principal amount invested. Fees for ENB Money Management services are based on the degree of responsibility assumed by the department, the market value of the assets assigned to the account and the amount of income earned. In most cases, fees may be deductible for income or estate tax purposes.