Trust and estate planning is an important part of your overall financial strategy. Whether your needs are simple or complex, our insights can help you make informed trust and estate planning decisions. Learn about key estate planning considerations, why family dynamics can play a role and how to create the lasting legacy you desire. 

How to prepare your digital estate plan

Learn what’s included in a digital estate plan, how these assets are handled after you die and how you can prepare your online accounts.

Estate planning as a family

An open dialogue with family members can help you craft a thoughtful, detailed estate plan.

How to prepare for the great wealth transfer

As older generations begin to pass on assets to their heirs, women, Gen X and millennials may emerge as the biggest beneficiaries.

5 potential benefits of a trust

When you create a trust, you set up ways to take care of the people you love when you’re no longer able to.

Trust terms you need to know

Understanding common terms can help you feel more confident in your trust planning.

Leave a legacy: Strategies for a lasting impact

Leaving a legacy can ensure your loved ones are taken care of and that causes you care about are advanced. Here are three strategies to leverage your wealth for a lasting legacy.

Learn more about trust and estate planning.

Explore how effective trust planning and estate planning strategies can help you create a lasting legacy.

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U.S. Bank, U.S. Bancorp Investments and their 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.

The information provided represents the opinion of U.S. Bank and U.S. Bancorp Investments and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.

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