TRUST & Estate Planning
WHY DO PEOPLE CHOOSE CSB TO MANAGE THEIR TRUST & ESTATE?
Citizens State Bank is dedicated to managing trusts on a daily basis. Our staff has the training, expertise, and infrastructure to provide quality service.
Above all else, our priority is to the financial interests of our clients.
As a federally regulated financial institution, Citizens State Bank adheres to strict requirements of our fiduciary duty to clients.
Click on the green FIS logo to access the Client Portfolio Account Link.
First time users – Please contact the Trust Department to get started.
TRUST & Estate Planning
WHY DO PEOPLE CHOOSE CSB TO MANAGE THEIR TRUST & ESTATE?
Citizens State Bank is dedicated to managing trusts on a daily basis. Our staff has the training, expertise, and infrastructure to provide quality service.
Above all else, our priority is to the financial interests of our clients.
As a federally regulated financial institution, Citizens State Bank adheres to strict requirements of our fiduciary duty to clients.
Click on the green FIS logo to access the Client Portfolio Account Link.
First time users – Please contact the Trust Department to get started.
AS YOUR…
Professional Investment Manager
We will:
- Utilize a variety of tools to provide a clear and comprehensive investment management strategy that reflects your personal investment style, income, and tax concerns
- Be your strategic partner by meeting with you regularly to analyze input received from you and your financial team
- Discuss changes in your personal and financial life that affect your investment style, and make the appropriate changes according to those life events to help you achieve your long-term goals.
Trustee
We will:
- Assist in asset management
- File tax returns and all required IRS reports
- Maintain records & issue client statements
- Collect income & pay bills
- Work to minimize estate taxes
- Arrange for any details that occur when managing investments and real property for the life of your trust relationship
Executor
We will:
- Gather assets and property of your estate
- Settle any debts
- File final tax returns
- Ensure efficient transfer of assets to your beneficiaries upon your death according to your will
Trusts can be powerful, versatile tools with the ability to accomplish a number of financial goals and estate Planning objectives such as…
• Managing your assets if you become unable to do so
• Protect your estate
• Minimize your estate tax burden
• Protect your privacy by avoiding probate
• Ensuring all of your wishes are carried out during your lifetime and thereafter
Ready to Switch to Better Banking?
Brady Ploog
Trust Administration & Operations Specialist
