Part of estate planning is about your someday — and how you convert your wealth into your legacy, someday. But your legacy doesn’t have to start after the inevitable. We work with you to develop strategies to align your wealth with the people and causes that matter most to you. We can help you develop plans that help you see how the wealth you’ve built can positively impact the people and causes you care about now — and into the future.
Family legacy planning
Establish a financial foundation for family members generations from now through education funds.
Protect your legacy by establishing multigenerational trusts that match your vision and priorities.
Philanthropy and charitable giving
We can help develop giving strategies to support causes important to you through donor-advised funds, charitable trusts and private foundations.
Business succession
If you own a business, your equity in it may be your largest asset. We can provide advice on how to plan for a smooth transition —
to family members, business partners, employees or outside buyers — so you can turn your untapped sweat equity into part of your legacy planning.
Estate structuring
Tax laws are always changing, especially when it comes to inheritance and estates. In collaboration with your tax advisor and estate attorney,
we can help you structure your estate plan to make sure more of your estate goes to the people you want it to.
One of the benefits of working with the CSB wealth management team on estate planning in Des Moines and beyond is that we have the experience to help you with an estate planning review before you meet with your other important advisors like attorneys and accountants. This may potentially reduce expensive hourly rates. Our expertise is all part of our wealth management fees.