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Sharing Wealth with Others

We will work in conjunction with your existing legal advisors and accounting and other fiduciary relationships to provide the maximum flexibility essential to create a customized estate plan solution that considers what you want to do for yourself, your family and friends.

  • Estate planning and administration services
  • Business succession planning
  • Life insurance
  • Charitable trusts
  • Multi-generational trusts
  • Lifetime giving programs
  • Family or private foundations
  • Endowments

Insurance products are offered through BBVA Compass Insurance Agency, Inc., an affiliate of Compass Bank.

Business Succession Planning services are offered by BBVA Wealth Solutions, Inc., an affiliate of Compass Bank.

Securities and Insurance Products:

Are NOT Deposits Are NOT FDIC Insured
Are NOT Bank Guaranteed May LOSE Value
Are NOT insured by any Federal Government Agency