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Trust and Estate Planning for Business Owners

Protecting your company's assets for the future requires careful business succession planning. The proper trust and estate planning can help you achieve your goals and carry out your desires for your business.

Whether you want to maintain your wealth, significantly reduce and/or eliminate taxes, benefit a charity, or simplify the tax reporting and accounting of your assets, our business estate planning services will help you streamline and safeguard your intentions.

Using Wills and Trusts to Secure a Future for Your Business

Mutual of Omaha Bank's experienced wealth management team will work with you as well as with your legal and accounting teams to implement a business succession plan to accomplish your vision.

Whatever your estate planning goal, your Wealth Management Representative will take the time to understand all of your company's financial and wealth transfer needs to create a trust and will strategy that ensures that your family and preferred charities are provided for now and in the future.

Not FDIC Insured | Not Bank Guaranteed | May Lose Value
Not Guaranteed by any Government Agency | Not a Bank Deposit