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Trust & Estates

Prepare for life events and special circumstances. Gain greater peace of mind.

Trusts Estates

Give your financial wellbeing the advantage of specialized knowledge and expertise. Our trust advisor Kurt Kniess, Senior Vice President of Trust, can guide you to a plan that respects your individual style for risk tolerance, while protecting your assets and minimizing tax liability. Once your trust and estate plan is in place, the trust department will administer your plan to meet your desired goals.

The Trust Department offers administration of a wide range of asset management accounts including:

  • Grantor Trusts
  • Testamentary Trusts
  • Irrevocable Trusts
  • Agencies
  • Guardianships
  • Conservatorships
  • Estates
  • Individual Retirement Accounts
  • Qualified Retirement Accounts

 Visit Kurt at our Wealth Management office on Grand Avenue for personal attention and a confidential conversation about what we can do for you.