MidWestOne Trust Services

Wealth Planning

You don’t know what you don’t know. That’s why you want a trusted partner you can rely on.

Owning a business can create unique issues for estate planning and retirement. When the time comes, we will assist you with succession planning strategies to protect and enhance your wealth. We leverage our expert team to help you develop a plan that will achieve your goals. At MidWe- st One we combine sophisticated financial planning and disciplined investment management to create a custom solution for your specific needs.

What keeps you awake at night?

As your trusted partner, we’ll help you navigate and plan for unfolding life events: • Care for aging parents, special needs children or other family members • Simplify life to spend more time doing what you love • Have confidence in your plan for retirement • Create a legacy • Manage a farm, commercial real estate, or other real property • Plan for your family’s transfer of wealth • Eliminate the burden of administering an estate or trust • Ensure your spouse will have support with the financial side of things

• Avoid conflict among family with differing views • Find ways to make the biggest charitable impact

Wealth management knows no age

A good financial partner can: • Simplify and protect your accumulated assets • Take care of your finances to enable extended, care-free travel • Manage your investments on your behalf and provide a competitive cost structure

• Help you get an early start on the path to living life on your terms • Step into your shoes if something happens to you ( just in case)