It is important to create an estate plan that is properly structured to address the needs of your family. This is your opportunity to design the future as you see fit, so rely on the expert help of Citizens State Bank to make sure you get it right!
Some steps to take:
- Create/update your will: Your will is the primary document used to transfer your wealth after death. Making decisions now on how you wish your legacy to be passed on to your heirs will avoid problems later.
- Review your estate plan: Review and reassess whenever you change marital status, make a career change or change your address. The Indiana hometown professionals of Citizens State Bank will identify opportunities to adjust your estate plan for the better any time your life or your goals change.
- Select an executor: Choosing a reliable executor or personal representative to settle your estate gives you and your family security and peace of mind. Citizens State Bank brings you not only expertise but also over 140 years of stability and security.
- Consider trust and gift strategies: If you have a sizable estate to manage, you may save on taxes through the use of trust and gifting strategies. There are various types of Trusts that are ideal for these purposes.
To contact a Citizens State Bank Trust Officer now, send an email here or call 888-529-5450 and ask for the Trust Department!