Estate Planning
Enlighten Magazine – Issue 7
Discover insights from Enlighten, also a semi-annual print magazine, developed by First Business Bank's Private Wealth team. Each edition features articles with wealth-building tips and techniques, offering strategies and stories to help you achieve your own idea of financial success.
Estate Planning Essentials: What You Need to Know from the Experts
As they say, no one can escape death and taxes, and, of course, estate planning deals with both. Trust and estate planning is a significant portion of our life’s work and our experienced team is glad to share some of the knowledge we’ve gathered over the years to hopefully ease your planning process.
In this issue of Enlighten, we discuss important issues surrounding estate planning, such as handling unique assets, planning for incapacity, what to know about beneficiary designations, and more.