Estate planning is the process of managing the transfer of assets while you are alive and providing for final disposition at your death. A team of professional advisors including attorneys, accountants, insurance agents, and trust officers commonly develops estate plans.

Trusts serve a variety of purposes in estate planning and provide flexibility in customizing solutions to meet your specific needs.

Estate planning can address a broad range of issues:

• Lifetime gifts
• Protection in the event of incapacity
• Planning for medical care
• Tax planning
• Probate avoidance
• Privacy
• Protection of beneficiaries
• Continuation of family farms or businesses
• Charitable giving
• Professional asset management
• Retirement benefit planning
• Life Insurance
• Titling and transfer of assets

For more information, contact the Wealth Management Division at:

Tel: (712) 277-6586
Tel: (800) 475-4468
Fax:(712) 277-6713

E-mail: wealth@snbonline.com

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