Wealth Services FAQs
Trust FAQs
Why should I set up a trust?
A trust should be set up because it can put conditions on how and when your assets are distributed. It can also reduce estate and gift taxes, as well as the cost of court for probate.
What's the value of using trust services?
The value of using our trust services is that a non partial professional will monitor your account and follow the terms of your trust per your trust document.
Investment Management FAQs
How much of my assets should I invest?
Experts recommend investing 10 to 15 percent of your annual income.
Who will handle my investments?
The team of experienced bankers at Core Bank will help to manage your investments.
Will Core Bank oversee my investment portfolio?
Yes, we will monitor and oversee your investment portfolio.
Contact Core Bank
Have other questions you don’t see answered here? Get in touch with a member of our team! We’re happy to help our customers find answers to the questions you have.
Latest From the Blog
Core Bank Announces Leadership Promotions and Appointments
These leadership appointments reflect Core Bank’s unwavering commitment to investing in top talent and building a strong foundation for the future. As we continue to grow and evolve, we’re proud to have such experienced, passionate leaders guiding our key business areas. Their expertise, vision, and dedication will drive our mission forward—delivering exceptional value to our customers, strengthening our community impact, and shaping the future of banking.
Grow Omaha Radio Show: John Sorrell and David Hartman
John Sorrell and David Hartman, MBA, senior officers at Core Bank join us to talk about their role in the Omaha financial world. See the full interview here.
