September 03, 2014
Personal Banking

Platte Valley Bank Trust Services

 
ï For investment expertise - to gain access to unbiased, professional management of your assets.
ï For protection - to have someone available to stand in your financial shoes should illness or incapacity strike.
ï For continuity - to provide financial support for your loved ones during your lifetime and beyond.
ï For peace of mind - to know that the details of your financial life will avoid public scrutiny.
ï For convenience - to free yourself from the burdensome chores that accompany maintaining an active portfolio.
ï For economy - to eliminate the unnecessary expenses of overpayment of taxes, thereby leaving more for your heirs.
ï For philanthropic purposes - to fashion a charitable gift that meets your income needs and takes advantage of all available tax benefits.
 Whatever the reason for establishing your trust, you will need to name a trustee.  As a start, you will want to choose a trustee who understands your goals and has the capability to follow your instructions to the letter.
When should you "Review" your Estate? 
ï marriage or remarriage
ï death of spouse or heir
ï change in estate size
ï change in health
ï retirement
ï acquisition of property in another state
ï any change in circumstances regarding an heir or beneficiary
ï additional heirs or beneficiaries, such as grandchildren you might want to provide for
We offer a highly personalized, full line of personal trust and estate planning services in Nebraska and Wyoming. These services include review of wills, investments and estate tax issues. 
Clark Wisniewski 
COO / Trust Officer 
Certified Trust & Financial Advisor (CTFA) 
Call for a confidential appointment today!
308-632-7004 or Toll Free 888-632-7004 
Platte Valley Financial Service Companies, Inc. (a/k/a Platte Valley Companies) ñ Trust Services are available at our Platte Valley Bank- Scottsbluff location on 1212 Circle Drive, Scottsbluff, NE; Platte Valley Bank-Torrington, Wheatland & Casper, WY; and Tri-County Bank-Cheyenne, WY. 
You may set up a Trust for any number of reasons. 
        
  • For investment expertise - to gain access to unbiased, professional management of your assets.
  • For protection - to have someone available to stand in your financial shoes should illness or incapacity strike.
  • For peace of mind - to know that the details of your financial life will avoid public scrutiny.
  • For convenience - to free yourself from the burdensome chores that accompany maintaining an active portfolio.
  • For economy - to eliminate the unnecessary expenses of overpayment of taxes, thereby leaving more for your heirs.
  • For philanthropic purposes - to fashion a charitable gift that meets your income needs and takes advantage of all available tax benefits.

Consider a living trust...
        A living trust is an excellent way to plan successfully. With a living trust, you can gain the added peace of mind that comes from professional, personalized investment management. At the same time, our services as trustees can free you from many time-consuming chores associated with the care and handling of securities. Busy executives and professionals find these advantages attractive. So do retirees who want to be free to travel and pursue new interests.

Some market risk depending on investments. May not be FDIC insured, are not obligations of the bank, may lose value.

Clark Wissiniewski

Clark Wisniewski 
COO / Trust Officer 
Certified Trust & Financial Advisor (CTFA)
308-632-7004 or Toll Free 888-632-7004 
       
         




      
Whatever the reason for establishing your trust, you will need to name a trustee.
         
As a start, you will want to choose a trustee who understands your goals and has the capability to follow your instructions to the letter.
       
When should you "Review" your Estate?
       
  • marriage or remarriage
  • death of spouse or heir
  • change in estate size
  • change in health
  • retirement
  • acquisition of property in another state
  • any change in circumstances regarding an heir or beneficiary
  • additional heirs or beneficiaries, such as grandchildren you might want to provide for
        
We offer a highly personalized, full line of personal trust and estate planning services in Nebraska and Wyoming. These services include review of wills, investments, and estate tax issues. 
           

          
Call for a confidential appointment today!
          
308-632-7004 or Toll Free 888-632-7004 
         
Trust Services are available at all Platte Valley Bank locations in Nebraska and Wyoming.