Anyone who owns property—a home, a car, bank accounts, investments, collectibles, personal belongings, etc. — needs an estate plan. WestStar Bank understands a comprehensive estate plan can reduce the potential impact of estate taxes and ensure your wealth is distributed according to your wishes. We will help you develop a strategy that safeguards your assets and ensures a smooth and successful transfer.
In settling an estate, we provide discreet, responsive service, along with the professional expertise required to stay abreast of the complexities of estate administration. We will work closely with your legal and financial advisors to simplify what might otherwise prove a prolonged process and expedite the distribution of your assets.
Planning for the long-term management of financial wealth is a key element in our Wealth Management Services department.
Our professional staff can serve you by:
- Helping you develop a plan for managing your wealth.
- Helping implement your plan.
- Seeing your plan through to its ultimate success.
Call us today at (915)747-1658, or contact us to discuss a plan for managing your personal wealth.
Available Wealth Management services are dependent upon location.
NOT FDIC INSURED; NOT GUARANTEED BY THE FINANCIAL INSTITUTION; SUBJECT TO RISK AND MAY LOSE VALUE.