PLANNING AHEAD TO GIVE YOU PEACE OF MIND NOW
One of the best gifts you can give to your family (and yourself) is to have your financial life in order with provisions for professional care and administration of your trust and/or estate. The ultimate result is peace of mind for you and your loved ones.
Our team of Trust Officers possesses the knowledge, skills, training, credentials, and experience to professionally manage all types of trust arrangements, including the following:
- Living Trusts
- Testamentary Trusts
- Charitable Trusts
- Irrevocable Life Insurance Trusts
- Marital and Family Trusts
- Special Needs Trusts
- Guardianship Services
- Estate Settlement Services
WHY SHOULD YOU CONSIDER A PROFESSIONAL TRUSTEE?
A professional corporate trustee has the skills, objectivity, and resources necessary to deliver an exceptional level of care. Our Wealth Management Division offers a full range of fiduciary services. Our team has many years of fiduciary and trust experience, and we have complimented that experience with extensive training, cutting-edge resources and a focus on serving our clients with integrity and dedication.
To discuss your individual trusttee or fiduciary needs, please email our Wealth Management Department or call us at (608) 826-3570. We are located at 455 S. Junction Rd., Suite 100., Madison, WI 53719
Not all investment products are FDIC insured; Non-Deposit Investment Products (NDIPs) are not a deposit or other obligations of, or-guaranteed by, State Bank of Cross Plains; Non-Deposit Investment Products (NDIPs) are subject to investment risk, including possible loss of principal amount invested.