Preserving Your Legacy

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.

Trust and estate services

By using trust and estate administration services from U.S. Bank Wealth Management, you can:

  • Help ensure your assets are distributed according to your wishes
  • Manage estate and inheritance taxes
  • Provide for loved ones into the future

Learn more about our trust and estate services

Make your wealth count with charitable giving and philanthropy

Philanthropy lets you give back to your community while you’re alive and long after you’re gone. Setting up a charitable trust, making a one-time gift, or other means of distributing your assets requires careful planning. U.S. Bank Wealth Management will work with you and your tax and legal advisors on a legacy preservation strategy aligned with your giving goals to make the most of your wealth in the future.

Contact us to start your giving plan

Insurance planning

Leaving a lasting legacy may also include planning for insurance. In some cases, insurance can serve as a trust to replace assets given to charity. In others, it can ensure your assets are protected should you become unexpectedly disabled. Our U.S. Bancorp Investments insurance professionals can help you understand your options and which might be best for your situation.

Contact us about insurance planning