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Estate Planning
The foundation of estate planning is the establishment of a Will. With a Will, you can:
Determine exactly how your assets are distributed and who receives what
Provide for other than your immediate family such as aging parents, other relatives, friends or charitable groups
Take full advantage of estate tax savings by creating Trusts
Name an Executor who is qualified to manage your estate's assets
Testamentary Trusts
The common name is "Trust Under Will"
It only goes into effect upon your death
The Trust assures the safekeeping of your assets
May offer substantial estate tax savings for your heirs
Executorship Services
As your Executor, Marquette Bank will accumulate your assets and manage them during the estate settlement period
We will distribute your assets or their proceeds according to your Will and continue to manage them as your estate plan specifies
We offer the advantages of experience, knowledge of tax law, investment expertise and trust administration
Unlike an individual executor, we will never move away or have personal demands that conflict with fulfilling our executorship responsibilities
PAL | Financial Planning | Investment Management | Employee Benefits | Land Trusts | Forms & Fees
To learn more about our Trust Services,
Contact Bill Thomson at 708-460-4844, email or
call our Customer Service Center toll-free at 1-888-254-9500
This information was developed to give you an overview of Marquette Bank's Trust Services and is not intended as legal advice. We strongly urge you to discuss the legal issues, as well as the tax implications, with your personal attorney.
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