• Trust and Estate Planning

Trust and Estate planning is an essential part of the financial planning process.

As a full service corporate fiduciary since 2001 First Business Trust & Investments can provide a broad range of trust and estate planning services to individuals and businesses. 

Working as part of your team of professional advisors we can help you understand the basic to more advanced approaches to estate planning, from understanding how wills work to developing strategies to protect your beneficiaries.

 Our estate planning services include:

  • Review of Will’s and POA’s
  • Document review
  • Titling of Assets
  • Beneficiary Designation review
  • Estate settlement services (see details)
  • Guardianship Services
  • Legacy Planning
  • Lifetime and Charitable Giving
  • Estate Planning Services for Business Owners (see details)

Trusts provide options for passing wealth on to heirs, avoiding probate and helping to reduce taxes.  Our personal trust services include:

Give us a Call

Starting the process is easy and confidential. Contact us today.

  • Madison: (608) 218-8000
  • Milwaukee: (262) 792-7150
  • Appleton: (920) 734-1800
  • Oshkosh: (920) 231-2400
  • Green Bay: (920) 435-5442

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