Careful planning now, with the assistance and advice of your Private Bank advisors, will help to minimize the impact of taxes and unexpected risks on your estate, and ensure that your wealth is transferred according to your wishes.
Wealth and Fiduciary Services
Wealth and Fiduciary Services, a part of Zions Bancorporation, N.A. Wealth Management, a division of Zions Bancorporation, N.A., serves as the primary trust company for Nevada State Bank® and the Zions Bancorporation, N.A. family of banks. Wealth & Fiduciary Services can help you plan charitable giving with your retirement and estate planning through the use of a charitable remainder trust. You decide which charity you would like to benefit, and Wealth & Fiduciary Services will serve as trustee to administer the trust and manage the assets. Wealth & Fiduciary Services offers innovative ways to combine tax savings for the client with economic benefits to selected charities.
A Personal Administrator
Wealth & Fiduciary Services assigns a personal trust administrator to work alongside the wealth advisor.
If a client’s estate plan does not currently include a trust, but has a will, the client can name Wealth & Fiduciary Services as a personal representative and/or testamentary trustee. Wealth & Fiduciary Services will gather a client’s assets, settle debts and distribute property to heirs as directed by the client.
For more information about Wealth & Fiduciary Services, call 702-855-4812.
Nevada State Bank offers trust services through Wealth & Fiduciary Services, a part of Zions Bancorporation, N.A. Wealth Management, a division of Zions Bancorporation, N.A.
Investment and trust services are offered through Wealth and Fiduciary Services, a part of Zions Bancorporation, N.A. Wealth Management, a division of Zions Bancorporation, N.A. Investments are not insured by the FDIC or any federal or state government agency, are not deposits of or other obligations of, or guaranteed by, Zions Bancorporation, N.A. or its affiliates, and may be subject to investment risks, including the possible loss of principal value or amount invested.
Information in this document is not intended to be and should not be construed to be tax advice. Wealth & Fiduciary Services does not engage in the business of providing tax advice and its representatives do not practice before the Internal Revenue Service or any other taxing authority. Clients should consult their tax advisor regarding their individual tax situations, including the tax effects of any investment recommendations.
Investment Products: Not FDIC Insured • No Bank Guarantee • May Lose Value