Are you prepared for the future? While it’s impossible to plan for everything, you can take steps to protect you and your family from any unforeseen circumstances that could arise. Trust Point has been helping individuals create trusts, wills and other estate planning documents, ensuring that the family is always protected should the worst happen.
A detailed estate plan helps lay out your wishes and help ensure your legacy lives on. Trust Point will help you build a successful plan that will protect you and your family’s future for the long term.
Reach out to one of our estate experts today and put your mind at ease.
-John Doe | Minneapolis
-John Doe | Minneapolis
Protect your family long into the future
Trust Point has been helping individuals with their estate planning since 1913. We were founded as an independent trust company, serving families throughout the Midwest. Many clients come to us because they want to know their estate, finances and most importantly – loved ones – are taken care of in the event of an unexpected death or other incapacitation. We’ll help you decide on where specific aspects your estate should be directed should the worst happen. If you’re looking for a trusted partner to preserve your legacy, Trust Point has been the estate planning leader for more than a century.
We never take a one-size-fits-all approach when it comes to estate planning – we provide personalized experiences fit to each client’s individual needs. Let us help you how to plan and preserve your legacy so your loved ones are protected.
What We Do
In 1913, individuals and business owners in La Crosse, Wisconsin were in need of estate services, badly. Unfortunately, there wasn’t a single company that could provide the appropriate services within 80 miles. Thus, Trust Point was founded to provide those hard-working midwesterners with the best financial services possible. From a humble beginning, we’ve expanded to offer a wide array of offerings, including estate planning, tax management, asset allocation and much, much more. While our service offerings, teams and locations have grown, we’ve never forgotten what it means to be an independent financial institution, committed to providing an individualized experience to every client we serve. That’s what has set us apart from our competitors for more than 100 years.
Looking for a partner in planning your estate? Contact us now!
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When a person passes away, their financial and physical properties must somehow be given to another person or institution. A well-planned estate will keep the transfer as hassle-free and timely as possible.
Estate planning is much more than a will. It helps ease the distribution of assets and legacy wishes, and helps you and your heirs pay much less in taxes, fees and court costs.
Pretty much every adult needs a will, as long as they have assets or a family to protect, however not everyone needs an estate plan. A few reasons you would need an estate plan, include:
-Reducing estate taxes
-Avoiding problems for your loved ones in the future
-Protecting assets from unforeseen creditors
Your fiduciary must be able to communicate effectively with your beneficiaries as well as show fairness when there is more than one beneficiary. It is wise to choose a fiduciary in close proximity to assets requiring management or beneficiaries needing assistance.
An advisor who specializes in trusts can offer expert insight to help you identify opportunities to mitigate or balance your risk so you can preserve and grow your wealth, and protect your family in case the worst happens.
To get started, reach out one of Trust Point’s dedicated service representatives today. Give us a call at 1-800-658-9474 or you can fill out a form on our contact page.