Estate Planning

Change is a constant. From family situations to financial circumstances to laws and tax codes, change is one thing you can always count on. That’s why regularly reviewing your estate plan is so important. When was the last time you made sure the plan you have in place reflects your current realities and priorities? CitizensTrust Wealth Management can help.

We treat your estate plan as one of the regular check-ups you should be having each year. We’ll work closely with you and your trusted advisors to align your estate so that, when it’s time, you’ll be able to take care of the people and causes you care most about.

More than just assets, we understand that your estate plan needs to include everything from shared holdings and investments to family affairs, business plans, and charitable activities. We take a holistic approach to help ensure that everything that matters most to you — everyone you love and everything you’ve worked so hard for — will continue to be cared for.

Every person is unique. Every plan is different. We work with where you are now to help you get where you need to be.

Our Estate Planning professionals bring a wealth of experience in a broad range of planning tools:

  • Wills, Probate, and Probate Avoidance
  • Revocable “Living” Trusts (RLTs)
  • Durable Powers of Attorney
  • Irrevocable Trust Planning
  • Gifting and Charitable Trust Planning
  • Estate Tax Planning
  • Generation Skipping Planning
  • Asset Protection Planning
  • Special Needs Trusts
  • Trust Administration

 

Plan for the future today by connecting with one of our Estate Planning professionals today. Call us at 888.734.4222 to begin.

 

Citizens Business Bank is not a registered broker/dealer. Trust and Wealth Management are provided by CitizensTrust Wealth Management.
Not FDIC Insured • Not Bank Guaranteed • May Lose Value • Not Insured by any Government Agency • Not a Bank Deposit

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