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Estate planning is the best way to take care of yourself and your family, now and in the future.
A good estate plan:
- Can help preserve your assets
- Can let you decide how your property is managed for your benefit when you are unable or no longer interested in doing so
- Can provide for the discreet transfer of wealth to your beneficiaries
- Can help minimize income and estate taxes1
- Can help with the orderly succession of your business
U.S. Bank's Private Client Group offers a unique team of investment professionals with knowledge and experience to review your total financial picture and recommend an appropriate, customized wealth management plan. Our team, made up of attorneys, certified public accountants and Certified Financial Planners", understand tax and other implications of estate planning. They work closely with your own attorney and other trusted personal advisors to make recommendations.1
The Private Client Group works with your estate planning advisors to advise you on the effective means of holding, managing and transitioning those assets to help meet your goals. We carefully consider the use of trusts; powerful estate planning tools that may deliver significant tax benefits and could help carry out your wishes.
Without proper tax planning, the IRS may be a major beneficiary of your estate.1 Wouldn't you rather see your legacy go to your family and favorite charities?
It is never too late to create an estate plan, examine or update it, as necessary. If you receive a large sum of money, such as an inheritance or lump-sum distribution from a retirement account, your plan should reflect the increased value of your estate. Having a current estate plan is the best assurance that your wishes will be carried out.
For more information, contact the Private Client Group
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