Whether you want to sustain your values, family prosperity, charitable commitments or all three, you probably have very specific ideas for the legacy you want to leave. That’s where Johnson Bank comes in.
No one understands long-term planning quite like Johnson Bank. As a privately-owned bank led by the fifth generation of Johnson family entrepreneurs, we take our responsibility for the flawless execution of your legacy as seriously as we do our own.
Trusts can be an integral part of an estate plan by greatly reducing your tax exposure and helping to plan for future generations. Despite popular belief, they don’t have to be rigid or limit your beneficiary’s spending.
|Provide financial protection for yourself in case of incapacity|
|Provide lifetime financial protection for your spouse or domestic partner|
|Help structure the transfer of wealth to the next generation|
|Balance the financial interests of a spouse or domestic partner and children when you pass|
Depending on the size of their estate, some people rely on friends and family to settle their affairs or manage finances when they no longer can. Yet, more and more, delegating those often demanding and complex tasks isn’t necessarily a kindness to those you love. Assigning the responsibility to our experienced and objective advisors cannot only eliminate undue stress, it can also keep more wealth in your family.
As your trustee, we are personally and legally responsible as the fiduciary for carrying out the terms of your trust exactly as you’d planned — no biases, just years of experience managing all types of trusts. Depending on your preferences, we can act as sole trustee, co-trustee or successor trustee.
|Trust Administration||Custody Services||Trust Accounting||Tax Review and Reporting||Record Keeping Services|
This is part of an ongoing series of Weekly Commentary articles published by Johnson Financial Group.This week's issue is written by Brian Andrew, SVP, Chief Investment Officer. Everything's Up On Wednesday, the Federal Reserve agreed to lift
By Robert Holton, VP, Wealth Advisor, Cleary Gull Advisors, a Johnson Financial Group Company The economic and political systems of South Korea are roiling with accusations of corruption and influence-peddling encompassing every major industry, rising
This is part of an ongoing series of Weekly Commentary articles published by Johnson Financial Group.This week's issue is written by Brian Andrew, SVP, Chief Investment Officer. Stock Prices as a Leading Indicator I have an opportunity to co‐teach