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Wealth Management

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Trust Services and Estate Advisory

At Busey Wealth Management, we make it easy for you to relax and enjoy what you have achieved financially, secure in the knowledge that you have a team of experts focusing on your needs. Our professionals can relieve individuals of the time-consuming and confusing burden of coordinating the financial affairs of a loved one.

We develop lasting partnerships with you and your beneficiaries by providing comprehensive administration that can preserve your trust or estate for generations. The highly skilled professionals at Busey Wealth Management understand the intricacies involved with administering your wishes and are experienced in handling everything from beginning to end. Our wealth advisors can help protect you and the legacy you leave behind.

Providing trust and fiduciary services is a complex responsibility requiring highly trained and experienced professionals. A trustee's legal duty is to protect the grantor of the trust and to ensure the proper administration of family wealth set aside for minors, elderly, incapacitated persons or future generations. As your trustee, we are prepared to handle everything from reviewing your tax situation to ensuring your investments are appropriate for your situation, allowing you the freedom to focus on other things that are important to you.

Why should you consider a trust? A trust is a private document, not a public document like a will, and will permit you to avoid the public process and cost of probate. Trusts also allow for the consolidation of your assets and will assure continuity of management for you, your family and other beneficiaries. In addition, trusts can provide asset protection, as well as ongoing estate planning opportunities and possible estate tax reductions.

 

While much of financial planning has to do with acquiring and preserving assets, estate planning also involves determining the most effective way to distribute assets. Many people are uncomfortable discussing estate planning, which is understandable. But, without an estate plan, everything you hold dear could be at risk.

At Busey Wealth Management, our skilled professionals have built a strong reputation for accurate, efficient estate administration. We have both the qualifications and years of experience to settle large and complex estates. Whether your estate is administered under the terms of your will or your trust agreement, Busey provides expert service. We act as impartial liaisons to ensure that your wishes are executed in accordance with your legal documents; this impartiality can be essential in keeping peace among family members.

Choosing A Corporate Executor or Trustee

Estate administration is time consuming and involves interacting with attorneys, accountants, beneficiaries, and grieving family members; therefore, the selection of your Executor is important and should not be taken lightly. Choosing a professional who is experienced in handling estates of all sizes will relieve family members and friends from the labor and liability involved in handling the settlement of your affairs.

Our professionals have the experience to make the process go smoothly for your family, and the expertise to ensure that complex issues are considered carefully. At Busey Wealth Management, your Executor or Trustee is one member of a team of professionals who work together to protect your legacy and minimize dissension among family members. An Executor or Trustee is charged with the responsibility of carrying out your wishes as expressed by the terms of your will and/or your trust agreement.

 

People are drawn to philanthropy for many reasons, from being connected to specific causes to simply being grateful and wanting to give back. Charitable giving can also benefit your overall financial plan by decreasing current and future income taxes, as well as reducing potential estate taxes and helping to provide retirement income. Some charitable plans can even help create more dollars overall for the charity of your choice. Whether you plan to gift during your lifetime or through your estate plan, understanding your options is important in order to choose the most appropriate strategy for your individual situation.

Contact us for additional information on how we can help you reach your charitable goals.

 

 

For additional information on estate planning, check out the educational tools in our Resource Center.

 

 

Investment Products and Services are:

Not FDIC Insured | May lose value | No bank guarantee

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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 homemortgages, 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 BankingLearn 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.

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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.

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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.

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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.

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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.

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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 PromiseLearn More