Trust & Estate Planning Services In Sioux City, Sioux Falls & Beyond

Nothing is more valuable than the memories you carry of your loved ones when they’re gone, but as you reflect on your own legacy, you can create even more meaning by securing a future for your family. Through a living trust or ongoing estate planning services, you have the power to ensure everything you earn, invest and grow in your lifetime lives on with those you love. Security National Bank Wealth Management’s team of estate planning financial advisors works in Sioux City and the surrounding Siouxland to set you and your family up for a strong financial future.

Prioritize The Bigger Picture With Living Trust & Estate Planning Services In The Siouxland Area

Establishing a living trust as part of your estate plan symbolizes not only a commitment to your legacy but also the beginning of a partnership to protect your assets. As an experienced trust management company serving the Siouxland area, Security National Bank is your partner from the start of your estate planning needs to the moment you’re ready to pass the torch on to loved ones and beyond. Through a living trust, you have the power and flexibility to determine who your assets will go to and what criteria needs to be in place in order for them to take control of your assets. A major benefit compared to other estate planning tools like a will and testament is the immediacy to which your trust can be put to use. Wills aren’t enforced until after you die, while a living trust enables you to make changes while you’re still alive. And trusts offer many more benefits for both you and your beneficiaries, including:

Lessen the tax burden on your beneficiaries
Appoint someone else to manage your assets while you’re still alive in the event of a medical emergency or incapacitation
Set up ongoing donations to causes you care about without major tax implications
Protect your assets from creditors, as they can’t collect on assets in a trust
Allow beneficiaries to skip the probate process and access your assets more immediately

Ultimately, when you work with our estate planning financial advisors in Sioux City and surrounding communities, you’re able to preserve what you’ve built while we manage your investments and other assets to grow alongside you.

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Security National Bank’s Wealth Management & Estate Planning Solutions

Your legacy is a reflection of how you lived your life: the plans you put into place, the dreams you chased and all of the hard work it took to get you there. That’s why Security National Bank’s wealth management and estate planning services are designed to minimize your tax footprint and maximize what you leave behind for your loved ones. We help turn your wishes into reality by walking you through our comprehensive estate planning solutions and helping determine whether a living trust is right for you and your loved ones.

A living trust is a critical component of estate planning, serving as a legal document declaring your beneficiaries and intent to transfer your assets to them in the event of your death or if certain criteria you put in place are met while you’re alive. Work with our estate planning financial advisors to pool your assets like real estate, personal property, investments, bank accounts, life insurance and more into a secure trust fund for your designated beneficiaries. A trust fund allows our advisors to continue monitoring and managing your assets established in your living trust.

How Does Trust Management Work?

The individual who sets up a trust—known as the grantor—must appoint a trustee responsible for ongoing asset management within the trust. The trustee can be a personal companion but is more commonly a professional trust management company that has the time and experience to maintain trust assets.

Security National Bank’s team of estate planning financial advisors are on top of your trust needs full-time, dedicating our day-to-day to growing your assets in line with your goals, accounting for all transactions related to the trust and assuring tax compliance along the way. We help you maintain a diverse investment portfolio so your family can one day reap the benefits of your strategic planning. Our solutions encompass your present goals, future needs and peace of mind for the generations to come.

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How Our Estate Planning Financial Advisors In Sioux City Protect Your Legacy

Security National Bank Wealth Management has been helping Siouxland families reach their financial goals for more than 135 years. Our experienced financial advisors meet with you one-on-one to learn your financial goals, forming the foundation of an ongoing partnership based on mutual respect and trust as we aim and shoot for your financial targets together. We study your needs and goals, strengths and obstacles, where you’ve been and where you want to go. Then we create a highly customized solution that integrates your financial objectives, retirement dreams and investment management goals, as well as ongoing trust management and estate planning services to help you help your loved ones meet their goals, as well.

Secure Your Future With Security National Bank As Your Reliable Estate Planning & Trust Management Company Today

No one can ever fully prepare for everything the future has to bring, but establishing a living trust or getting started with an estate plan are two ways you can get closer to peace of mind today. Our estate planning financial advisors are here to serve you in Sioux City and the surrounding Siouxland so your family’s future doesn’t have to feel so uncertain. Contact us to learn more about our personal wealth management and estate planning services or to get started working with a trust management company you can truly trust with your legacy.