Estate Planning

Anyone with assets should consider options that can reduce or eliminate estate taxes. Without adequate planning, state and federal governments could receive too much of the wealth you leave behind. A will provides for the distribution of your assets upon death. However, assets passing under a will are subject to probate-often a time-consuming and potentially costly effort.

We can create an estate plan that will permit you to choose a personal representative, establish bequests, make provisions for disabled heirs, nominate guardians, and/or reduce the cost of estate settlement. Estate planning can preserve what you’ve worked so hard to accumulate and allow you to control the transfer of your wealth.

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The trust and investment services described are provided by Associated Trust Company, NA. Investment management services are provided to Associated Trust Company by Associated Investment Management, LLC. All are affiliates of Associated Banc-Corp.

Investment products are not FDIC insured, may lose value, and have no bank guarantee.