Personal Wealth Management
Certainty for the Future
Ensure your wishes are honored beyond your lifetime.
Developing an estate plan and discussing your wishes with loved ones can help reduce uncertainties after your death.
Whether your assets are vast or modest, planning for the future of your estate will give you peace of mind and your family some clarity.
Consider Estate Planning Services
We can help you with estate planning by helping you identify and distribute assets, settle debts, and pay taxes.
Consider an estate plan if you own:
- A farm or business operation
- Financial accounts
- Insurance benefits
- House, lake cabin or other real estate
- Jewelry
Or if you don’t have:
- A will
- Named Power of Attorney/Personal Representative and guardian for minor children
- A trust to ensure your assets are managed the way you wish even after your death
- Life insurance
- A tax strategy for passing assets to future generations
You may also consider supporting causes you care about including charitable organizations, your place of worship or local community. Don’t forget about the tax implications of passing assets onto your loved ones.
Estate Planning is a powerful way to ensure the direction of your life’s endeavors beyond your lifetime.
Plan wisely.
Get started today!
Have a question?
Related Posts
How To Do Online Banking: Getting Started, Security Tips and More
The internet has revolutionized the way we manage our finances, making banking more accessible than ever before.
ITM – a new way to bank
ATMs can only offer so much. When you need to talk to a banking professional, that’s where the ITM shines. Simply select the option to talk to a live Bank Midwest employee and, in seconds, one of our employee-owners will appear on-screen to help you with your banking needs.
Saving for a house and other financial considerations
Buying your first house is both exciting and frightening at the same time. When starting to save for your home down payment, consider all the implications that may affect the home financing process as well as your budget after moving in.