Do you know what legacy you will leave? Do you trust someone enough to handle your financial affairs if you are incapacitated or after your lifetime? Planning your estate can be simplified by partnering with a trusted advisor. To get started, prepare a comprehensive listing of all of your assets, decide how these should be managed if you are incapable, then determine how to distribute your estate. Whether you choose to utilize a trust or will as your primary estate settlement document, you must choose a trustee or executor. Since duties may include making funeral arrangements, valuing and safeguarding assets and even selling real estate, selection is important and should be given careful consideration.
You may wish to name an adult child, friend or business associate to act in this capacity. Although naming an individual shows your confidence and esteem, he or she may find the process too time-consuming and demanding. If they live outside of the area, and do not have the experience, specialized knowledge or the resources required to administer your estate properly, the job becomes a burden rather than the honor you intended.
Consider naming Busey Wealth Management as your executor and/or trustee to ensure your wishes are carried out. At Busey, we have a team of experienced professionals with the resources and experience to resolve even the most complex issues—and our professionals act as impartial liaisons working closely with your beneficiaries. Our expertise provides you and your heirs with peace of mind and the assurance that your estate is correctly handled. Our respect for the confidential nature of your business makes Busey a natural choice for almost every plan.
Coordinating your financial affairs—or those of a loved one—can be time consuming and confusing. At Busey Wealth Management, our experienced staff works together with you, your attorney and accountant to assure the best result for you and your heirs. Even after your passing we continue working to ensure your wishes are followed. We would be honored to discuss how Busey Wealth Management can assist in planning your legacy for future generations.
Investment Products and Services are:
Not FDIC Insured | May lose value | No bank guarantee