Established in 1932, our Trust Department offers a full range of services. From the administration of personal trusts and estates, to the management of investments, to retirement plans, to farm management – our Trust Department can be of assistance to you in many ways.
Trusts, Estates, and Financial Planning
Our Trust Department has the experience and expertise to serve as your trustee, executor, agent, and attorney in fact, relieving your family of that responsibility or burden. Our Trust Department administers living and testamentary trusts following the instructions left to us in the trust documents, ensuring your estate plan will be carried out efficiently and privately according to your directions.
We can assist you to develop a financial and estate plan designed to preserve your wealth through your retirement years and to transfer that wealth to the next generation. Our staff looks at your entire estate – whether investments, savings, retirement plans, real estate, or cash – keeping in mind the tax and probate court consequences to you and your beneficiaries.
Investment management accounts with stocks, bonds, mutual funds, and exchange traded funds – our investment services are just one part of our institution’s broad array of financial services.
We offer a full range of retirement plan options – including IRA’s, Roth IRA’s, profit sharing plans, 401(k)’s, and simplified employee plans. We offer you flexibility in constructing and managing your retirement plans and we have the experience to make them work for you.
We are one of the larger professional farm management firms in the State of Kansas. Our experience and knowledge of farm programs, taxes, tenant relations, and insurance issues can help keep your farm in the family.
Non-deposit investment products are not FDIC insured, are not bank guaranteed, and may lose value.