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New tax law clarification on giving

The Tax Cut and Jobs Act of 2017, which took effect on January 1, 2018 created an expanded opportunity for tax savings through strategic use of gifting strategies.

Wealth planning: Envisioning your life (video 1 of 3 part series)

It takes thoughtful financial planning to create true financial impact for your life. Learn how a Private Wealth Management Advisor from U.S. Bank can help. Watch the video

Wealth planning: Creating your plan (video 2 of 3 part series)

Partnering with an experienced wealth management professional from U.S. Bank Private Wealth Management for financial planning can provide you with unbiased, objective advice as you work toward your goals. Discover more today: Watch the video

Wealth planning: Living your story (video 3 of 3 part series)

Monitor your financial plan conveniently online, as you work with your U.S. Bank Private Wealth Management professional to make progress toward your financial goals. Find out how our planning technology helps you gain a clearer view of your complete financial life: Watch the video here

Own land? How to pass it down to your heirs

Land is an asset that can provide generations of heirs with a valuable revenue stream. Protect your farm or ranch by following these five steps. See full story on U.S. Bank’s Financial IQ website »

8 ways a trust can ensure your family finances leave a legacy

You cannot be both young and wise, Stephen Colbert once said. Agree with Colbert or not, it’s a perspective you should keep in mind when figuring out how to leave your wealth — and legacy — behind. See full story on U.S. Bank’s Financial IQ website »

When you need cash, consider leveraging your assets

Do you need to pay taxes, manage short-term cash flow or address a critical financial situation — but also want to avoid liquidating your assets? Consider liquid asset secured financing.
See full story on U.S. Bank’s Financial IQ website »

Generation-skipping transfer taxes may impact your estate plans

Estate tax rules have changed repeatedly over the years. When you plan your estate transfer, you will want to consider the impact of these taxes.
See full story on U.S. Bank’s Financial IQ website »

2017- 2018 Estate planning strategies

A comprehensive guide to help you and your family cultivate a strategy for ensuring your assets are distributed according to your wishes.

The importance of estate planning

As the end of the year approaches, now is the time to take action regarding your 2018 estate and tax liability. We can possibly help you understand which laws and regulations may have the greatest impact on your tax liability while evaluating strategies to manage your investment income, charitable options, and estate planning considerations. More>

Retirement Realities for Farm & Ranch Owners

Farmers and ranch owners have additional considerations when planning for retirement.

Why is goals based planning important?

Once goals are clear, strategies designed to help accomplish objectives can be developed and managed, explains Jason Stamm, Central Region President. Watch video>

Our approach to goals based planning

Jason Stamm, Central Region President, explains our approach to goals based planning. Watch video>

Top 10 estate planning considerations video

Sally Mullen, Chief Fiduciary Officer of The Private Client Reserve, highlights the top 10 estate planning considerations. Watch video >

Estate planning and tax considerations video

Sally Mullen, Chief Fiduciary Officer of The Private Client Reserve, discusses estate planning and tax considerations. Watch video >

Trust situs video

Sally Mullen, Chief Fiduciary Officer of The Private Client Reserve, discusses the importance of trust situs in a wealth management plan. Watch video >


 
Important Disclosures

Investment products and services are: 
NOT A DEPOSIT  •  NOT FDIC INSURED  •  MAY LOSE VALUE    NOT BANK GUARANTEED   NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

U.S. Bank and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

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