Estate Beneficiary: What Is It and How to Choose One (2024)

Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results.Asset allocation, rebalancing and diversification do not guarantee against risk in broadly declining markets.

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Bank of America Private Bank is a division of Bank of America, N.A.

U.S. Trust Company of Delaware is a wholly owned subsidiary of Bank of America Corporation.

Investment products:

Are Not FDIC Insured
Are Not Bank Guaranteed
May Lose Value

Bank of America, N.A., and U.S. Trust Company of Delaware (collectively the “Bank”) do not serve in a fiduciary capacity with respect to all products or services.Fiduciary standards or fiduciary duties do not apply, for example, when the Bank is offering or providing credit solutions, banking, custody or brokerage products/services or referrals to other affiliates of the Bank.

Estate Beneficiary: What Is It and How to Choose One (2024)
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