Plan for the future, build your net worth, protect your family or secure your legacy. We are here to help people manage their money toward their goals. We are here to help people create plans for a legacy they can live with. We are here to help people manage farms for optimal peace of mind and market value. Whether you have a small question, some big ideas or you want an in depth review of what you have, please visit with us. Stop by or call your local Dacotah Bank location or contact us at your convenience.
We work with you and your advisors offering strategies to minimize estate, generation-skipping, and income taxes. We will sit down and help you understand the different options and roles involved in shaping a legacy you can live with.
You may have an idea what you would like to do – you just don’t know how it would affect your plans for yourself and your heirs. We can help model scenarios to help you decide what planning tools are right for you.
A third-party trustee can serve your family without bias or emotion. Talk with us, your attorney, your accountant, or your financial advisor and discuss the benefits of having a Trustee involved in executing your plan.
We can reduce disharmony among family members when a loved one passes away. Estate Settlement is an important service that manages payment of all final expenses and a smooth transition of assets to beneficiaries.
We help with –
Why South Dakota is 'Trust-friendly'
When it is important to preserve your wealth a Dynasty, or Perpetual Trust, may be a good solution.
Dynasty Trusts are most beneficial when -
What if you wanted to…?
That is where we come in. We help you create a plan draft and then let you say “what if we…?”
We then model potential outcomes that let you make important choices. We will work with you to understand all your assets and retirement plans; how they work together and how they work toward your goals living in retirement.
It’s your money and we can help you control it and make it work for you.
As you accumulate wealth and assets, professional Money Management becomes more important.
To learn more, Contact Us.
You may have an idea what you would like to do but you just don’t know how it would affect your plans for yourself and your heirs. We can help model scenarios to help you decide what planning tools are right for you.
For many years, a significant portion of our total discretionary assets under management at Dacotah Bank have been comprised of relationships with charitable and non-profit organizations including colleges, universities, hospitals, private foundations, and other various charitable organizations.
Currently, not-for-profit assets under management are about a third of our discretionary assets.
It’s good to know professional management of financial affairs and medical recordkeeping, often called Elder Care, is just a phone call away.