The nature of trust services has changed so much over the years. Trusts are now being used by active families, pre-retirees, and retirees of all income and asset ranges.
Our professional trust team offers a complete range of fiduciary services. They work hand in hand with people just like you.
We’ll help you plan for the care of a special needs child, or an aging parent, or for the financial responsibility of higher education. Establishing a trust can help you effectively grow assets, save on taxes, protect and manage property, and much more. Our trust professionals will also help you in the areas of trust administration and estate planning.
Our team also provides the following services:
- Financial Planning: We’ll help you assess your entire financial picture and make recommendations to help you achieve your financial goals.
- Retirement Planning: Successful retirement planning is not a one-step procedure, but rather an ongoing process. Our team will evaluate changes in your lifestyle, goals, objectives, and risk tolerance levels, and help you make the necessary adjustments to your portfolio and financial retirement plans.
- Employee Benefit Services: Turn to us for attractive qualified retirement plans, including 401(k) and Simple IRAs.
- Business Succession Planning: We can help you strategize and develop a plan for your business to be passed on to a future generation or other successors, which will maximize financial security for all.
- Foundation (Non-Profit) Management: Our experts will help you with management, custodial and agency programs, as well as useful ideas for your organization’s charitable giving program.
Contact a BankWest Trust Professional.
Create A Lasting Legacy
The Oahe Foundation provides a tax-exempt umbrella for individuals who wish to make gifts to charitable, educational or scientific purposes. To create a lasting legacy, simply identify a charitable purpose, provide a gift of at least $500 and draft a letter of direction for your fund. Professional administration of the fund is provided at the low cost of 60 cents annually per $100 (.60%).
To find out more about how a charitable trust can help you save taxes and help others, contact BankWest trust services: 605-224-7392 or 1-877-224-7392, or via E-mail: info@bankwest-sd.com
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