Planning Your Estate
Estate planning is an essential step in protecting your wealth. Planning ahead of time will ensure your wealth is distributed according to your plans. A BankChampaign financial professional can assist you with updating your estate plan to reflect any changes in family, finances or assets.
There are a number of times when including a trust in your estate plan makes sense. If you have a large estate, trusts can help minimize estate taxes that may be due. If you have certain family situations, a trust can allow you to protect your beneficiaries for years to come. Creation of a trust can help you support your favorite charities well into the future. A BankChampaign professional can discuss these options with you to help determine which trust may be right for your situation.