Trustee & Estate
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- Trustee & Estate
Give Yourself the Gift of Peace of Mind
One of the best possible gifts you can give your family – or yourself – is having your financial life in order, should the unthinkable happen. Peace of mind and enhanced financial security become reality when a thoughtfully designed estate plan is combined with professional trustee services.
Call us at 608-826-3570 or contact a Wealth Management team member to learn more.
With decades worth of combined experience, our Trust Officers professionally administer a variety of Fiduciary Services.
Whatever the reason for establishing your trust, you will need to name a trustee. Make sure you choose a partner with credentials and experience.
Charitable giving requires careful planning. One of our Trust Officers can help, along with your estate planning attorney and tax professional.
Wayne Barsness (2016)
Wayne values working with local businesses – and local people. His relationship with Lake Ridge Bank goes beyond the banking basics to financial & retirement planning, as well as Trust services.