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The Importance of Estate Planning

As the end of the year approaches, now is the time to take action regarding your 2016 estate and tax liability. We can possibly help you understand which laws and regulations may have the greatest impact on your tax liability while evaluating strategies to manage your investment income, charitable options, and estate planning considerations. More>

Retirement Realities for Farm & Ranch Owners

Farmers and ranch owners have additional considerations when planning for retirement.

The Importance of Comprehensive Estate Planning

Estate planning is important for anybody, but the value of having a comprehensive plan in place before a cognitive impairment occurs underscores the importance of starting the process early.

Why is goals based planning important?

Once goals are clear, strategies designed to help accomplish objectives can be developed and managed, explains Jason Stamm, Central Region President. Watch video>

Our approach to goals based planning

Jason Stamm, Central Region President, explains our approach to goals based planning. Watch video>

The role of risk management in goals based planning

A discussion about the role of risk management in financial planning, featuring Jason Stamm, Central Region President. Watch video>

Wealth Planning Update Call held 4.19.16

A special client call about Social Security and tax liability strategies.

Family discussions about mortality and estate planning

While mortality and estate planning can be difficult subjects for families to discuss, the sensitivity does not overshadow the importance of holding such conversations. More>

Attempting to protect the value accumulated in a GRAT

The primary goal of a GRAT is the ability to allow assets to potentially increase in value, then have the appreciated amounts pass on to beneficiaries without any gift tax consequences for the grantor.

Retirement Realities for Farm and Ranch Owners video

With a tremendous amount of farmland expected to change hands in the next 20 years, retirement and succession planning is very important. Ed Cowling, Director of Specialty Assets, outlines key issues faced by farmers and ranchers. Watch video>

Top 10 estate planning considerations video

Sally Mullen, Chief Fiduciary Officer of The Private Client Reserve, highlights the top 10 estate planning considerations. Watch video >

Estate planning and tax considerations video

Sally Mullen, Chief Fiduciary Officer of The Private Client Reserve, discusses estate planning and tax considerations. Watch video >

The value of a stretch IRA video

Sally Mullen, Chief Fiduciary Officer of The Private Client Reserve discusses the value of a stretch IRA. Watch video >

Additional control considerations for an IRA video

Sally Mullen, Chief Fiduciary Officer of The Private Client Reserve, discusses additional control considerations of an IRA. Watch video >

Trust situs video

Sally Mullen, Chief Fiduciary Officer of The Private Client Reserve, discusses the importance of trust situs in a wealth management plan. Watch video >


 

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Important Disclosures
   

Investment products and services are:
Not a Deposit    •    Not FDIC Insured •    May Lose Value    •    Not Bank Guaranteed    •    Not Insured by any Federal Government Agency

Equal Housing  Lender Equal Housing Lender. Credit products are offered by U.S. Bank National Association and subject to normal credit approval. Deposit products offered by U.S. Bank National Association. Member FDIC.

U.S. Bank and its representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. Investors should consult their tax and/or legal advisor for advice and information concerning their particular situation.