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Wealth Management

Individuals

Estate Advisory

While much of financial planning has to do with acquiring and preserving assets, estate planning also involves determining the most effective way to distribute assets. Many people are uncomfortable discussing estate planning, which is understandable. But, without an estate plan, everything you hold dear could be at risk.

"Decision-making is out of your control when you do nothing. The old adage failing to plan is planning to fail, is really true when it comes to planning your estate. Your surviving spouse, your minor children, and existing special needs may not be adequately provided for without a well thought out estate plan. Your estate may pay more estate taxes than would be necessary; your business succession plan might not be implemented. Many negative consequences can arise from failing to properly plan your estate."

- Carol Craig, JD, Wealth Advisor, Busey Wealth Management

At Busey Wealth Management, our skilled professionals have built a strong reputation for accurate, efficient estate administration. We have both the qualifications and years of experience to settle large and complex estates. Whether your estate is administered under the terms of your will or your trust agreement, Busey provides expert service. We act as impartial liaisons to ensure that your wishes are executed in accordance with your legal documents; this impartiality can be essential in keeping peace among family members.

Choosing A Corporate Executor or Trustee

Estate administration is time consuming and involves interacting with attorneys, accountants, beneficiaries, and grieving family members; therefore, the selection of your Executor is important and should not be taken lightly. Choosing a professional who is experienced in handling estates of all sizes will relieve family members and friends from the labor and liability involved in handling the settlement of your affairs.

Our professionals have the experience to make the process go smoothly for your family, and the expertise to ensure that complex issues are considered carefully. At Busey Wealth Management, your Executor or Trustee is one member of a team of professionals who work together to protect your legacy and minimize dissention among family members. An Executor or Trustee is charged with the responsibility of carrying out your wishes as expressed by the terms of your will and/or your trust agreement.

 

Investment Products and Services are:

Not FDIC Insured

 

BIYC_CF_RelayForLife2011.pdf

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