Estate Planning – Do I Really Need It?

 

Estate Planning ensures personal affects, money and property you have to pass on gets to your heirs quickly, cost effectively and with the least amount of emotional trauma.

Core Bank Trust Invites You …
To a complimentary one-on-one meeting to discuss and answer your questions regarding Estate Planning, Wills and Trusts.

Tuesday, June 14
Maple Street Branch – 13220 Birch Drive

Wednesday, June 15
Aksarben Branch – 6307 Center Street

Thursday, June 16
West Center Branch – 2545 South 180th Street

Wednesday, June 22
Q Street Branch – 16805 Q Street

Thursday, June 23
Pacific Street Branch – 15701 Pacific Street

Friday, June 24
Bel Air Branch – 12100 West Center Road

Tuesday, June 28
Bellevue Branch – 4005 Twin Creek Drive

To schedule a one-on-one meeting, contact Hillary Franks at hfranks@corebanktrust.com or 402.829.3423

John Stadsvold, AEP®, CTFA, AAMS® AWMA®, Vice President and Trust Manager and Stephen P. Schmidt, J.D., Trust Officer, will be in our branches for these complimentary meetings

With over 15 years’ experience serving the trust and investment needs of clients in Omaha, and providing thoughtful guidance in estate planning, trust and investment management, we hope you will take this opportunity to visit with us.

Core Bank Trust, a division of Core Bank, does not offer tax or legal advice.  Consult with your tax or legal advisor for information specific to your situation.

 

Core Bank Trust Division Of