Preserving your wealth

Leave a lasting legacy

Whether you’re looking to transfer assets to your loved ones, or you want to give back to your community through charitable and philanthropic giving, we’re here to help you with your goals to preserve your wealth.

Trusts and estates

By using our trusts and estates administration services from U.S. Bank Wealth Management, you can:

  • Ensure your assets are distributed according to your wishes
  • Minimize estate and inheritance taxes
  • Provide for loved ones into the future

Learn more about our trust and estate services

Charitable giving

Philanthropy lets you give back to your community both during your lifetime and for generations to come. Setting up a charitable trust, making a one-time gift, or sharing your wealth all require careful planning. U.S. Bank Wealth Management can work alongside you and your tax and legal advisors on a legacy preservation strategy focused on the people and causes that matter most to you.

Learn more about charitable giving strategies

Insurance planning

Leaving a lasting legacy may also include considering your insurance needs. In some cases, it can serve as a trust to replace assets donated to charity. In others, it can help to protect your family's assets should you become ill or disabled. U.S. Bancorp Investments insurance professionals can help you decide which solutions might best fit your personal situation.

Contact us about insurance planning