Trusts

A Trust is a legal entity created by you and your attorney. While there are many types of trusts, they all share the goals of helping individuals to protect, preserve and increase the value of their assets. 

In addition to achieving these goals, a trust can do the following:

· Avoid costly probate proceedings

· Minimize estate tax liability

· Establish a procedure to manage your assets should you become incapacitated

· Make it harder for family members to challenge your distribution wishes

· Preserve privacy

By naming Waukesha State Bank as Trustee, you will be ensuring that a neutral party will be administering your trust. As a Fiduciary, we are held to a higher standard of accountability.

A Corporate Trustee has the knowledge concerning laws and regulations designed to preserve your interests.

We will provide professional handling of your investments, tax preparation and other aspects of trust administration that an individual acting as trustee may not have the time or expertise to perform.

In addition to our standard services, we can customize our services to meet your individual needs.

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