Unique Solutions for Complex Financial Matters
Planning for your financial future involves more than simply your retirement. You’ve spent your whole life working to build your legacy. Our Trust Department provides the expertise needed to carry through with your wishes and to pass on your legacy. Our services can be an ideal solution, especially if your loved ones live outside of the area. Please contact us to learn more about our Trust and Estate Planning Services.
Your Trust & Estate Planning Options
Account Type | What You Need to Know |
|---|---|
Estate Settlement Services | Appoint Iowa State Bank as executor to guide the settlement of your final affairs including probate, estate and trust administration. We can help with asset identification, collection, valuation and management in cooperation with your attorney and tax preparer. |
Like-Kind Exchange Agreement | Allow the bank to act as qualified intermediary for real estate transactions complying with Section 1031 of the Internal Revenue Code (IRC.) IRC Section 1031 permits qualified real property to be exchanged for other qualified real property with non-recognition of gain or loss. |
Power of Attorney Designation | This designation allows us to manage your affairs based upon the responsibilities outlined in the written power of attorney agreement. |
Agency Account | Arrange for the bank to transact a specific kind of business for an individual. Accounts are revocable. Minimum investment required. |
| Trust Accounts | A trust can be designed to provide for your loved ones and to possibly reduce your tax load. As your appointed trustee, we bring professionalism and objectivity to ensuring your wishes are carried out to the letter. |
| Conservatorship | A conservatorship may be used to take care of your business and non-business affairs should you not be able to manage them yourself. It takes a court order to appoint us as your conservator to act in your best interest. |
