Leave a Wealth Legacy

Retirement: it’s the moment you’ve been waiting for and it’s finally here! So how do you optimize the wealth you’ve acquired to live the retirement you’ve envisioned? Our Wealth Advisors can help you do just that, balancing your wants and needs with the financial plan you have in place to ensure financial stability throughout your retirement.

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Tax Concerns

When it comes to investments, assets, and charitable giving, taxes are a major concern. Our Wealth Advisors can address your concerns and help you understand tax advantages and consequences.

Over 200 years ago, Benjamin Franklin said, “In this world, nothing is certain but death and taxes.” For many, that sentiment still exists today. Our First Interstate Bank Wealth Advisors are committed to helping you address the tax concerns you may have when it comes to utilizing your wealth in the most financially beneficial way possible.

Preservation of Wealth

You spent your career building your savings so you can enjoy retirement. How do you preserve what you worked so hard to build while living your retirement dreams?

When it comes to protecting your finances, one of the most important decisions you can make is selecting the person to be in charge of your assets after you’re gone. Our Wealth Advisors will help guide you through this process.

Choosing an Executor

In addition to providing guidance, First Interstate can serve as the executor or trustee of your estate, ensuring that your wealth distribution plan is executed in the manner you desire. This can help eliminate many emotions that may be present should a family member or close friend be selected as the executor of your wealth distribution plan. Call us today to see how we can best assist you.

Taking care of family after you’re gone is often a top priority; choosing an executor or trustee to manage and distribute your assets is the best way to ensure this happens according to your wishes. But it’s important to choose the right executor to implement your wealth distribution plan. Our Wealth Advisors will work with you to discuss your wishes and determine the best executor or trustee to manage your estate.

Philanthropy

In addition to supporting causes that are personally rewarding, charitable giving can be a financially beneficial way to leave a wealth legacy.

Contributing to charitable organizations can be a heart-warming and financially beneficial way to support a community or cause. However, charitable contributions should be well-thought and should always fit into your overall financial plan. For example, there can be tax benefits, such as reducing the size of estate tax at time of death, avoiding capital gains tax, and providing a current income tax deduction. Your First Interstate Wealth Advisor will work with you to thoroughly evaluate the financial implications and benefits.

Ready to Get Started? We realize wealth management decisions don’t come naturally to everyone. That’s why we have a team of skilled Wealth Advisors prepared to assist you.