Guiding you and your future generations.
Plan for the future, build your net worth, protect your family and secure your legacy. We are here to help people manage their money toward their goals and create plans for a legacy they can live with.
Estate Planning
We work with you and your advisors offering strategies to minimize estate, generation-skipping, and income taxes.
Here to advise and guide you through:
- Personal in-depth review of all retirement plans
- Retirement cash flow planning
- Trusts and will planning
- Legacy and dynasty trusts
- Energy and mineral rights management
- Gift and charitable options
- Liquidity analysis for estate settlement and final distribution
Estate Settlement Services
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.
Helping you navigate:
- Filing of life and health insurance claims
- Facilitating family meetings
- Payment of all final expenses
- Distribution of assets
Trustee Services
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.
South Dakota Directed Trustee Services
Why South Dakota is ‘trust-friendly’
- No state income tax
- No state estate or inheritance tax
- No trust (fiduciary) income tax
- No ‘Rule Against Perpetuities’ (the Trust can last forever)
- Ranked in the top four states for trusts (Trusts & Estates magazine - January 2022)
- State law allows for designation of an outside investment advisor
Elder Care Services
It’s good to know professional management of financial affairs and medical recordkeeping, often called Elder Care, is just a phone call away.
Providing you the assistance you need.
- Investment asset management – statements are summarized to report status of income and expenses
- Health care – we pay medical bills, process Medicare and insurance claims, and coordinate home health care
- Tax return assistance – we collect information for your tax preparer
- Estate coordination and settlement – we make sure wills are current; funeral arrangement are made; final expenses are paid; and assets are distributed
- Bill paying service – we pay bills and other expenses on your behalf
Meet Alex King
Senior Vice President of Trust and Wealth
"We offer 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. "
Meet our Advisors