Why Choose FSB for Trust & Estate Planning
Estate planning is about more than finances—it's your long-term success, defined on your terms. No matter your estate's size or complexity, our local team helps you build a plan that reflects your wishes and supports your family for years to come.
FSB's Trust & Estate Planning Services
Preserve Your Legacy
Investment Services
Enjoy a seamless experience where your assets are at the forefront.
FSB's Trust Officers will:
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Meet with you to discuss your goals and needs
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Customize your portfolio management tailored to your specific goals
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Customize income strategies and sound financial planning
Trustee & Executor Services
Envision a future where your legacy doesn't just endure, but flourishes.
FSB's Trust Officers will:
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Administer your trust or will according to your wishes
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Reduce the burden on your loved ones with a dedicated team handling your affairs
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Manage your trust and estate assets after you have passed
Estate Planning
Protect your legacy with an estate plan that puts you first.
FSB's Trust Officers will:
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Meet with you to discuss your estate planning goals
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Review current will or trust to offer suggestions to align with your wishes
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Coordinate with your attorney and accountant to ensure seamless estate planning
Benefits of Trust & Estate Planning
Setting up a trust offers:
Ready to Plan Your Estate?
Contact our Iowa-based trust and estate planning experts today to schedule your personalized consultation.
Meet FSB's Trust Team
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Chad Fesler
Trust Officer
Chad has been in banking, insurance, and financial services since 2004. His wealth management experience includes working with one of the world’s largest banks, specializing in financial planning and investments.
