Choose Your Login...

Login

Resource Center

Expert Insights header
  Creating change since 1868. Learn more. You earned it. We'll grow it. Busey Wealth Management.
Expert Insights

Planning Your Estate

The process of planning your estate involves many steps beyond having a will or a trust.

Prepare a comprehensive list of all assets.

Determine how you would want your assets managed if you could not do so yourself.

Outline how you would want your estate ultimately distributed.

With this general plan in mind, consult a Busey Wealth Management advisor to strategize how to accomplish your goals. Our experienced team of Certified Public Accountants and CERTIFIED FINANCIAL PLANNER™ practitioners are available to coordinate with your accountant and attorney to implement a comprehensive plan addressing current and future needs, as well as your wishes after you’re gone.

How Can We Help?

Busey Wealth Management can provide peace of mind knowing your intentions will be spelled out and implemented accordingly and the assurance that loved ones will be provided for and adequately protected by your efforts.

Working with a team that makes your priorities and desires into a real plan is critical, and you can expect no less from Busey Wealth Management. We provide the initial guidance you need and can work with your personal attorney to draft the legal documents that will carry out your intentions.

Our continued relationship will provide you with the comfort of knowing you have taken the necessary steps to provide and protect for the here and now, as well as provide for your heirs in the future.

Strategies to Consider:

Review the titling of your assets to determine what makes sense now and will accomplish your future wishes. Your asset titles and beneficiary designations need to work hand-in-hand with your estate planning documents to achieve your goals.

Determine a Power of Attorney for Property and a Medical Power of Attorney and create a Living Will in addition to the traditional will and or trust documents.

Regularly review your legal documents to assure your wishes are adequately reflected and the provisions are appropriate under the current laws and tax regulations.

Use your plan to provide for and protect your beneficiaries, which may include a non-citizen spouse, a non-marital significant other, various members of blended families and those who have special needs.

Maximize the amounts passed on to your heirs while minimizing potential estate taxes.

Consider the benefits of gifting, whether during your life or through your estate documents.

For expert advice and simplified solutions, contact Busey Wealth Management, call 1.800.67 l Busey or visit busey.com.

 

Back to Expert Insights

 

Investment Products and Services are:

Not FDIC Insured | May lose value | No bank guarantee

Important Additional Notes IRS Circular 230 Disclosure: This is not intended to provide legal, tax or accounting advice. Any statement contained in this communication (including any attachments) concerning U.S. tax matters is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties imposed on the relevant taxpayer. Clients should obtain their own independent tax advice based on their particular circumstances. This material is provided for educational purposes only and should not be construed as investment advice or an offer or solicitation to buy or sell securities. This presentation is for the general information purposes only. It does not take into account the particular investment objectives, restrictions, tax and financial situation or other.

 

  • Rated 5-Star "Superior" by Bauer Financial
  • Busey Bank BBB Business Review
  • Certified Green Business by the Illinois Green Business Association
  • Norton Secured; powered by VeriSign
  • Website powered by Digital Insight
  • Surcharge-free access at any MoneyPass network ATM
  • Equal Housing Lender
  • Member FDIC

 

 

 

 

 

 

 

With five lines of business—personal, mortgage, commercial, cash management and wealth management—working together as One Busey, we can meet all your financial needs with confidence. Customers who partner with us are rewarded with the Busey Advantage—regional capabilities and local priorities. It's a commitment that has stood the test of time.

On the personal side, Busey Bank promises to make your banking hassle free with smart personal checking and savings accounts, convenient online banking and mobile banking solutions and consumer loans. Whether you are ready to buy your first home or simply want to refinance the one you currently own, our practical home mortgages, participation in a wide range of special loan programs and in-house mortgage expertise mean your home loan is tailored to your individual needs.

From opening your first business checking account or loan to creating a strong succession plan, Busey can help you manage your growing business. Our business banking, lending and cash management solutions give you the tools you need to keep your business successful and nimble. Our participation in a wide variety of specialized programs and in-house credit expertise allow us to tailor commercial lending packages to your unique situation and make faster credit decisions. Busey knows that cash flow is the lifeblood of a business—whether you need help with receivables, payables, liquidity, fraud protection or information reporting, we can customize your cash management solution to your growing business' needs.

You've earned it. We'll grow it. Busey Wealth Management provides asset management, investment and fiduciary services to individuals, businesses and foundations. We build a team of local professionals around your needs to establish the best strategy for your situation. We work closely with you to develop a personal, comprehensive plan that will help you meet your goals and objectives through each phase of the wealth management process.

Innovative Banking. Simplified.

It's your money, and you should be able to access your accounts whether you're out shopping or out of the country.

Busey makes it easy to securely manage your finances whenever you want, wherever you are.

Personal Banking Learn More »

First home. Or dream home.

There's no place like it.

Busey promises to find the home financing that's best for you - whether you're just starting out, tired of renting or purchasing your dream home.

Mortgage Learn More »

A top partner for your bottom line.

You've worked hard to realize your dream of opening a business.

Busey promises to partner with you so you don't have to handle difficult decisions alone.

Business Banking Learn More »

You earn it. We'll grow it.

After years of hard work, you want to see your efforts pay off - literally.

Busey promises to make your money work for you.

Wealth Management Learn More »

Our customers are our neighbors.

When it comes to navigating your unique financial journey, you want a partner who understands who you are, where you came from and where you are headed.

Busey promises expert advice to guide you through every important financial decision.

Resource Center Learn More »

Our roots run deep.

With roots that trace back more than 145 years, our professional farm managers are entrusted to care and maximize value for landowners controlling a combined 100,000+ acres of prime farmland in Illinois.

Ag Services Learn More »

A top partner for your bottom line.

You've worked hard to realize your dream of opening a business.

We'll build a relationship with you so you don't have to handle these difficult financial decisions alone.

 Learn More »

Your Dream. Our Promise.

You have big dreams.

Busey promises to help you realize those dreams.

The Busey Promise Learn More »

Fulfilling Dreams for 150 Years.

Join us as we celebrate our sesquicentennial.

busey150 Learn More »