Wealth Planning


Enhance the impact of your wealth through strategic giving and charity planning with Merrill and Bank of America. Our comprehensive services help you navigate the complexities of wealth impact planning, offering solutions like trusts, gifting, legacy planning, and personal philanthropy. Whether you're looking to minimize estate taxes, support causes you care about, or pass on your values, our expert advisors are ready to assist you in making meaningful contributions that last.

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800 East Colorado Boulevard Suite 400
Pasadena, California 91101

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