Estate planning can help you keep control of your assets such as investments, life insurance and property should you become disabled or pass away. It helps you avoid probate, which can be expensive, takes time and is a public process. Estate planning typically minimizes potential taxes and sets up a contingency plan to make sure your wishes regarding health care treatment are followed.
Choosing a trustee is a critical step in the estate planning process. Managing your wealth to go the distance for yourself, your family or your favorite non-profit organization can be a very involved process. Our Trust and Investment Department at First PREMIER Bank can serve as the
administrative trustee and our professionals will work with your legal and tax advisors. Your assets will be managed by our professionals according to your investment guidelines and in the event of death, your estate will be distributed based upon your objectives. Whether you are exploring the advantages of a
Revocable Living Trust or other options, we can help provide guidance and solid recommendations.
Contact us for more information.
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