Tri-County Bank Trust Services

You may set up a Trust for any number of reasons. 

ï For investment expertise - to gain access to unbiased, professional management of your assets.

ï For protection - to have someone available to stand in your financial shoes should illness or incapacity strike.

ï For continuity - to provide financial support for your loved ones during your lifetime and beyond.

ï For peace of mind - to know that the details of your financial life will avoid public scrutiny.

ï For convenience - to free yourself from the burdensome chores that accompany maintaining an active portfolio.

ï For economy - to eliminate the unnecessary expenses of overpayment of taxes, thereby leaving more for your heirs.

ï For philanthropic purposes - to fashion a charitable gift that meets your income needs and takes advantage of all available tax benefits.

 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? 

ï marriage or remarriage

ï death of spouse or heir

ï change in estate size

ï change in health

ï retirement

ï acquisition of property in another state

ï any change in circumstances regarding an heir or beneficiary

ï 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. 

Clark Wisniewski 

COO / Trust Officer 

Certified Trust & Financial Advisor (CTFA) 

Call for a confidential appointment today!

308-632-7004 or Toll Free 888-632-7004 

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. 

        

• For investment expertise - to gain access to unbiased, professional management of your assets.
• For protection - to have someone available to stand in your financial shoes should For continuity - to provide financial support for your loved ones during your lifetime and beyond.
• For peace of mind - to know that the details of your financial life will avoid public scrutiny.
• For convenience - to free yourself from the burdensome chores that accompany maintaining an active portfolio.
• For economy - to eliminate the unnecessary expenses of overpayment of taxes, thereby leaving more for your heirs.
• For philanthropic purposes - to fashion a charitable gift that meets your income needs and takes advantage of all available tax benefits.