Estate and Retirement Planning

We work with you and your advisors offering tax and legal strategies to minimize estate, generation-skipping, and income taxes. 

 

  • In-depth review of all retirement plans
  • Retirement cash flow planning
  • 1042 Election options
  • Trusts and wills
  • Legacy and Dynasty trusts
  • Oil, gas, and mineral rights management
  • Gift and charitable options
  • Liquidity analysis for estate settlement and final distribution

 

To explore the benefits of Estate and Retirement Planning, call or visit your local Dacotah Bank or Contact Us.


Member FDIC, Equal Housing Lender. Insurance and Trust not FDIC Insured.

©2013 Dacotah Banks, Inc. Dacotah Banks, Inc. Member FDIC Equal Housing Lender Insurance and Trust
not FDIC Insured.