Consider for a moment the importance of preserving and transferring the wealth you have worked so hard to build. By making the right decisions now, you can be sure your legacy lives by:

• Creating financial security for your family
• Knowing that your family business will continue and grow
• Using charitable giving to support nonprofit and educational organizations that reflect your values

With the right planning and foresight, you can accomplish these objectives and more.

Helping clients leave a lasting legacy is an important component of our Private Client Group services. Our estate planning specialists will work with you and your other advisors to develop trusts and gifting strategies to help optimize your assets today and ensure the eventual transfer of your wealth according to your wishes and in a tax-efficient manner possible.¹

Our trust professionals can answer your questions about options for managing your financial affairs should you become incapacitated, or whether you would benefit from having a Living Trust. If your assets include farm, ranch or timber property, mineral rights or investment real estate, our Trust Expert Services group can optimize the performance and value of your property for as long as it is owned by you or your estate.

If charitable giving is a priority, our Charitable Services specialists can advise you on a variety of options to help maximize your gifting impact and help minimize your tax liability.

Common solutions include:

• Outright gifts
• Gifts by will
• Charitable remainder trusts
• Charitable lead trusts
• Private foundations

We can help you select the appropriate solution and create your vehicle for giving.

For more information, contact the Private Client Group

Investment information provided is not intended to be investment advice or an offer to buy or sell any securities.

1 This discussion is intended to be informational only and is not exhaustive or conclusive. U.S. Bank and its representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.