Image
Securities and insurance products are:
NOT FDIC INSURED • NO BANK GUARANTEE • NOT A DEPOSIT • NOT INSURED BY ANY GOVERNMENT AGENCY • MAY LOSE VALUE
You’ve spent a lifetime achieving your dreams and growing your assets, and you deserve a strategic plan for creating your legacy. UMB’s trust and estate management services allow you to protect what’s most important—your family and the generations to come.
If you live in Wichita and are seeking trusted financial guidance, our network of financial advisors can help you with trust management and estate planning.
We work closely with you and an attorney to build a personalized legacy plan that protects your assets and supports your family’s future. Through comprehensive consultations, we help you structure trusts (revocable, irrevocable, dynasty, charitable, and more), manage gifting and charitable strategies, oversee probate administration, and provide continuity through generations. Our fiduciary approach means your interests come first.
We take the time to understand your story and, together with your financial advisors, create a comprehensive estate plan to help preserve and protect your assets.
We can help create you a sound estate plan that allows you to strategically distribute your assets according to your wishes and to pay any final expenses while minimizing cost and delay.
In addition to administering thousands of estates and trusts, we focus on you and your family, providing family governance and education to wealth transfer, charitable trusts and foundations, fine art and collectables management.
UMB can help you work with an attorney to create a trust and estate plan that supports your wishes and helps you meet your legacy goals.
A living trust can be a strategic complement to your will that provides additional privacy when it comes time to distribute assets and flexibility to accommodate changes over time. We can discuss the opportunities for a living trust and whether it’s right for you.
A charitable trust allows you to designate funds to the causes and organizations you care about. There are several options with tax advantages and timelines that can align with your legacy plans.
If you are looking for a permanent trust solution to establish plans for your beneficiaries and manage taxes, an irrevocable trust may be a good option. Our specialists are skilled in the complexities and nuances of establishing irrevocable trusts and can help you strategize as you determine your wishes.
These trusts can help you provide long-term benefits to your family, or your favorite charity. We can be appointed as your trustee to hold and manage property for the benefit of your beneficiaries
A dynasty trust can help you secure the financial future of generations to come with a trust that is designed to potentially last forever. You can provide for your beneficiaries for years to come while minimizing taxes. While we cannot predict what the future holds, UMB Trust Company of South Dakota can help build you a well-designed trust that can react to the changes tomorrow may bring.
An individual retirement trust is a unique estate planning option that combines the tax advantages of an IRA with the management and monitoring of a trust, all in one agreement.
Learn more about our savings account options and easily open one online in just minutes.