Put your trust in Security National Bank

Security National Bank has been helping families and organizations meet their financial goals for over 130 years. As a market leader, we have the size, experience, and ability to meet your trust and estate planning needs. There are many different types of trusts available to you, as well as many advantages of establishing a trust. Contact us today.

Why should I create a personal trust?

A personal trust is your financial plan for the future . We will work with your unique needs, circumstances, assets and goals to help you

• Reduce payment of estate taxes
• Properly distribute assets to beneficiaries
• Assist you in the event of your becoming incapacitated or unable to manage your financial affairs
• Provide for dependents
• Contribute to charitable causes you care deeply about

Security National Bank offers trust service in many areas, including:

• Agency Services
• Estate Planning
• Charitable Remainder Trusts
• Conservatorships
• Endowments
• Estates and Probate
• Foundations
• Irrevocable Trusts
• Living Trusts
• Trusts Under Will
• South Dakota Trusts

Our Personal Trust Advisors are committed to managing your personal trust and providing unbiased perspective when dealing with unique family and financial dynamics. We will represent your best interests and your wishes by helping you create a plan to provide for others, including your heirs, charities or foundations, or your business . We are here to help you make sound decisions toward your estate planning goals, while also helping you to protect your financial legacy.

Our trust administration services include:

• Accounting, preparing and filing tax returns, and record keeping
• Non-investment discretionary powers
• Make payments as directed by the trust
• Implement tax-efficient strategies by working with your tax or legal advisor
• Record keeping

For more information on how we can customize a personal trust for your needs and circumstances stop by our offices in Iowa and South Dakota, or contact us today by phone or E-mail .

Tel: (712) 277-6586
Tel: (800) 475-4468
Fax:(712) 277-6713