Getting your financial house in order is always a good idea, including planning for the future. Creating an estate plan is critical to ensure that your assets are distributed according to your wishes and to preserve wealth for your loved ones. 

Trusts can help you accomplish your goals but must be set up correctly. You can learn more about trusts and their role in estate planning with Elevate Wisconsin, a free financial resource for all North Shore Bank employees.

The section on trusts walks you through starting estate planning, basic information about trusts, and more. It’s a great way to gain knowledge to help you make the best decisions for your future and your family.