Real life guidance and strategies from financial experts.
We provide real life guidance and strategies that help you achieve your goals and protect what you value most. Your journey to wealth started with a vision and reaching your destination means carefully crafting out an estate plan with a dedicated team of qualified and experienced financial professionals. We hope that you will look no further and allow us to guide you on this journey.
Why do you need an estate plan?
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out, even if you are unable to communicate. An estate plan allows you to designate someone to manage your financial affairs should you be unable to do so.
An estate plan allows you to:
- transfer wealth,
- fulfill philanthropic goals,
- minimize wealth transfer taxes,
- maintain privacy,
- protect assets
- and provide ongoing management of your affairs.
In the event you no longer want to or can manage your estate, we will help educate you and your family about trusts, and can carry out your estate plan as executor and trustee.
Our KS Trust team works at the highest level of professionalism and fiduciary standard. We offer the knowledge, resources, and experience to build and manage complex Trusts and Estates with ultimate sensitivity. We will work closely with you and your family to administer your estate plan both during and after your lifetime.
Investments managed by KS Bank’s Trust Department are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
Is your estate "Trust" worthy?
A trust that is set up in the correct manner will give you a greater amount of control over your wealth, as well as protect your legacy. Deciding on whether to set up a trust? Not sure what type of trust is right for you? Wondering what provisions to include? All of these answers will depend on your individual circumstances and goals. Speak to a loved one about your long-term goals for your accumulated assets and when you're ready our team is here to discuss the next steps.