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Trust & Estate Planning

Map your financial future with solutions tailored to fit your needs.

We know it’s important to ensure your estate plan fits your unique situation. By taking a comprehensive view of your needs, we can help you craft an estate plan that takes into account what matters most to you.

Our approach

Our team listens to you and helps you identify your estate planning and financial goals. We can provide an estate financial plan designed to help protect your wealth and recommend a financial strategy designed to achieve both your short- and long-term goals.

Benefits to you include:

Creation of a legacy with our professional advice and well-planned strategies.
Asset protection for you and your family, today and tomorrow.
Access to a variety of accounts including trustee and custodial.
Tax-advantaged wealth transfer and wealth protection strategies.
Gifting and philanthropic giving strategies.

What's next? Connect with an advisor to begin putting your customized plan into place.

Call 800-991-7706

Monday–Friday, 8 a.m.–6 p.m.,
Saturday, 8:30 a.m.–12:30 p.m.

Investments, Securities and Insurance Products:

NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT

Associated Bank is a marketing name Associated Banc-Corp (AB-C) uses for products and services offered by its affiliates. Securities and investment advisory services are offered by Associated Investment Services, Inc. (AIS), member FINRA/SIPC; insurance products are offered by licensed agents of Associated Financial Group, LLC (d/b/a Associated BRC Insurance Solutions in California, a.k.a. Associated Benefits and Risk Consulting) (ABRC); deposit and loan products and services are offered through Associated Bank, N.A. (ABNA); Investment management and trust services are offered through Associated Trust Company, N.A. (ATC); Kellogg Asset Management, LLC® (KAM) provides investment management services to AB-C affiliates; and family office services and investment advisory services are offered through Whitnell & Co. AIS, KAM, and Whitnell are investment advisers registered with the SEC.

AIS, ABRC, ABNA, ATC, KAM, and Whitnell are all affiliates and direct or indirect, wholly-owned subsidiaries of AB-C. AB-C and its affiliates do not provide legal advice. Please consult with your tax and legal advisors regarding your individual situation.

The financial consultants at Associated Financial Group are registered representatives with, and securities and advisory services are offered through, LPL Financial (LPL), a registered investment advisor and member FINRA/SIPC. LPL is not affiliated with AB-C or any of AB-C’s subsidiaries.

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