Trust Services

At Midwest Trust, we help grow your wealth according to your wishes. We work with you and your tax and legal advisors to develop the best strategies to reach your goals.

A trust allows you to:

• Avoid probate.
• Manage and direct your assets.
• Provide for a spouse after your death.
• Create security for your family until they’re financially mature.
• Realize tax advantages.
• Control how your assets are distributed.

Trust Accounts

Midwest Trust is pleased to act as trustee, ensuring our clients’ objectives are met and wishes are fulfilled. We serve many types of accounts:

• Revocable trust (living trust)
• Charitable trust
• Irrevocable trust
• Marital trust-QTIP trust
• Generation skipping trust
• Bypass trust
• Private foundation
• Special needs trust
• Qualified terminable interest property (QTIP)

Whether you need assistance setting up a trust to meet your specific needs, or a corporate trustee to carry out your wishes, Midwest Trust is honored to help

Using a trust provides peace of mind and continuity in the handling of your estate and the preservation of your wealth. We encourage you to:

• Speak with a trust advisor about your needs.
• Ensure your values are reflected in your estate plan.
• Partner with a fiduciary to preserve and grow your assets.
• Revisit and evaluate your retirement plan.