FDIC-Insured - Backed by the full faith and credit of the U.S. Government
Our Wealth Management team provides comprehensive estate planning and administrative services. We not only work with you, but also your attorney and accountant to select a personal representative, avoid probate, establish charitable gifts and bequests, nominate guardians, make provisions for heirs with special needs, and minimize taxes to reduce estate settlement costs.
The PremierBank Estate Management Difference
- Unquestioned integrity and freedom from personal bias.
- Experience in caring for all types of assets and holdings.
- Informed investment judgement.
- Familiarity with special tax questions that arise when an estate is settled.
- While an individual executor may die or become incapable of managing your estate, we’re Here. For you. Always.
Trust Administration
Often tied to estate management is trust administration. Learn how PremierBank’s Wealth Management professionals can help you with a wide range of services, no matter what type of trust you choose.
Contact The PremierBank Wealth Management Team
Send us an email, or give us a call for more information.
Phone: (920) 563-6616 ext. 3070
You should always consult with your tax advisor before making any decisions. Not FDIC insured, not insured by any government agency, no bank guarantee, may lose value.