Megan Dietz, Kish volunteer for Rescue Our Furry Friends, with a dog

Wealth Preservation & Transfer Planning

Whether your plans include providing for the financial needs of your children, grandchildren, or a valued charitable mission, with legal and investment experience, Kish is prepared to assist you in designing an approach that matches your goals.

 

"Trusts have incredible flexibility to protect your assets, reduce taxation, and shield them from unexpected risks. At the same time, the family members or charities you intend to benefit can have flexible access to trust assets based on how you elect to design the trust. Today's trusts can serve a wide variety of investment objectives, invest in a variety of assets, and be designed to serve a wide variety of planning needs."

—William P. Hayes
Kish Bank Chairman, President and CEO

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