Special needs require planning and special solutions. We will
assist you to determine which type of account is the best option to
meet those needs. Our Trust and Estate Planning services can help
meet goals as varied as:
- Managing assets, should you or a family member become
incapacitated, through a Power of Attorney or Managed Agency
account.
- Making a large charitable gift with highly appreciated assets
while providing a tax advantage and income by using a Charitable
Trust.
- Creating future security for a disabled family member with a
Special Needs Trust.
- Managing your assets for your family after your death with a
Trust Under Will.
- Having a tax advantage to transfer your assets to a younger
generation using a Generation Skipping Trust.
- Or settling your estate as your Executor
There is a solution for most needs and at Kish Bank, we know how
and when they should be applied.
