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Estate Planning

They say you can't take it with you when you die, then who gets it? Estate planning allows you to answer that question rather than a court. Our Trust & Wealth Management team includes an attorney who has specialized in estate planning. We will help you through the legal hoops of investing, managing, and administering your property for the benefit of future generations. This is a list of some of the items we will help you take care of when you are ready for help with your estate:

  • How to pass on your values and valubles
  • Instructions for your care should you become disabled
  • Naming guardians for minor children
  • Providing for those who may need help managing their inheritance
  • We will help you assess your insurance needs
  • We will work to keep taxes, court costs, and legal fees to a minimum
Contact us today to get started on your plan:
Julie Mooney, Senior Trust Officer 712-213-3613
Matt Forristal, Trust Officer, Attorney 712-213-3641
Chad Halder, Trust Officer 712-213-3630
Lora Nielsen, Trust Operations Officer 712-213-3640

Investments: Not FDIC Insured, No Bank Guarantee, May Lose Value