Times Change.

There used to be a time when “estate planning” meant having a lawyer draft a simple will and trust.

But tax law has made estate planning much more complicated in recent years and undoubtedly, the larger and more diverse your financial portfolio, the more complex the estate plan. But without the proper plan in place, investors could be saddling loved ones with an enormous tax and legal burden.

The Bank of Sun Prairie Trust Department has over a quarter century of experience, and can help execute a variety of objectives from financial planning to the active administration of trusts and estates.  We also deal with financial agencies, guardianships, employee benefit plans and property succession.

Each of our customers uses trust services for a different reason.  Illness or an inability to make sound financial decisions are common starting points. Some individuals wish to alleviate the burden of their financial affairs, while others call upon us to mediate or prevent family disputes when they can't agree on planning details.  It is our job to remain impartial, informed and objective at all times.

We invite you to call on us if we can help you assess or address specific needs. We would be happy to discuss your situation and design a customized menu of solutions for you.

Start planning today.  Contact Kurt Kniess in the Trust Dept. to arrange a meeting so you and your loved ones can enjoy the comfort and security that planning ahead provides.

Request a call