Trust & Estate Services
Providing Direction. Producing Results.
Our experienced team of professionals has over 200 years of financial management experience. We can help you develop and implement a sound financial strategy to preserve and enhance financial security for you and your loved ones.
We offer an extensive portfolio of services to choose from in order to meet your financial goals.
Trust Administration Service
Setting up a trust is smart financial planning that can minimize your tax liability and preserve your assets. It is also an effective tool for managing assets during your lifetime and for the benefit of your beneficiaries after you are gone. We can assist you and your attorney in creating a trust to meet a wide range of goals. Trusts can provide for a surviving spouse, protect assets for children and grandchildren, and ensure care for family members with special needs.
You should know:
A living trust is established during your lifetime and can provide important financial protection should you ever suffer a temporary or permanent disability.- A testamentary trust is set up under your Will and provides benefits to family members, charitable organizations and others.
- Without professional assistance, the advantages of establishing a trust can be diminished by the burden of complex administrative tasks. Northwest Bank & Trust Company has the expertise to manage these complexities, allowing you to simply enjoy your trust's benefits.
To set up your trust call us at (563) 388-2628.
Estate Administration Service
Proper estate planning and probate administration means that you can take comfort in knowing that you control how and to whom your property is distributed after your death.
Northwest Bank & Trust Company can play a key role as executor or advisor and bring years of experience to the process. We will ensure that your wishes are carried out with skill and compassion.
The advantages of working with Northwest Bank & Trust Company include:
- A team of specialists with years of experience in estate planning and probate administration
- Impartiality focused on preventing conflicts that disrupt family harmony
- Expertise to avoid mistakes that could cost money and unnecessary taxes
Our professionals await your call at (563) 388-2628.
Upcoming Programs
The Investment Management Group hosts a series of free programs on various topics including investments, retirement accounts, and estate planning. Click here to see the current schedule.
Contact Jane VenHorst at 563.388.2628 or jvenhorst@northwestbank.com for more information or to rsvp.
Attorney & CPA Corner - Estate Planning Update
Northwest Bank's Investment Management Group would like to help you stay informed on the issues shaping your clients' financial and estate planning needs. We hope you find the information in our newsletters helpful. If we can be of any assistance, please contact one of our estate and financial planning professionals. We look forward to working with you.
Call Northwest Bank's Investment Management Group if we can be of assistance at (563) 388.2628.