Whatever the reason for establishing your trust, you will need to name a trustee.
As a start, you will want to choose a trustee who understands your goals and has the capability to follow your instructions to the letter.
When should you "Review" your Estate?
- marriage or remarriage
- death of spouse or heir
- change in estate size
- change in health
- acquisition of property in another state
- any change in circumstances regarding an heir or beneficiary
- additional heirs or beneficiaries, such as grandchildren you might want to provide for
We offer a highly personalized, full line of personal trust and estate planning services in Nebraska and Wyoming. These services include review of wills, investments and estate tax issues.
Platte Valley Financial Service Companies, Inc. (a/k/a Platte Valley Companies) ñ Trust Services are available at our Platte Valley Bank- Scottsbluff location on 1212 Circle Drive, Scottsbluff, NE; Platte Valley Bank-Torrington, Wheatland & Casper, WY; and Tri-County Bank-Cheyenne, WY.