Transferring My Wealth
Preserve your values and beliefs and plan a lasting legacy.
Create a wealth plan with a purpose
As a person fortunate to have accumulated considerable wealth, you may be considering how to leave a lasting contribution for your family, for your community and for the causes you support.
Our team helps you create a thoughtful plan to empower those you care about long after you are gone.
Read Enlighten Articles for Expert Guidance
Articles in this issue of Enlighten, published by First Business Bank's Private Wealth team, examine a variety wealth topics under the lens of change. From philanthropic legacy planning to avoiding emotional investing, our experts guide you to help you protect and grow your wealth.
Get Legacy Planning Resources and More
Read our latest insights, articles, and reports about financial planning topics, preserving and transferring your wealth, and more.
Charitable trusts can be an excellent vehicle for doing several things that may be important to you — setting aside
Catching up with Jerry & Donna Smith in Retirement
Like many milestones in life, retirement is often difficult to picture until you achieve it.
Estimating Your Retirement Income Needs
The quick onset of market volatility due to COVID-19 has taught us that having a financial plan, periodically reviewing it