Do I need an estate plan?

Estate planning is the process of managing the transfer of assets while you are alive and providing for final disposition at your death. A team of professional advisors including attorneys, accountants, insurance agents, and trust officers commonly develops estate plans. Trusts serve a variety of purposes in estate planning and provide flexibility in customizing solutions to meet your specific needs.

Estate planning can address a broad range of issues:

  • Lifetime gifts
  • Protection in the event of incapacity
  • Planning for medical care
  • Tax planning
  • Probate avoidance
  • Privacy
  • Protection of beneficiaries
  • Continuation of family farms or businesses
  • Charitable giving
  • Professional asset management
  • Retirement benefit planning
  • Life Insurance
  • Titling and transfer of assets

Additional Estate Planning information

For more information , contact the Wealth Management Division at:

Tel: (712) 277-6586

Tel: (800) 475-4468

Fax:(712) 277-6713