First Business Bank

Estate Planning

Enlighten Magazine – Issue 7

Discover insights from Enlighten, also a semi-annual print magazine, developed by First Business Bank's Private Wealth team. Each edition features articles with wealth-building tips and techniques, offering strategies and stories to help you achieve your own idea of financial success.

Estate Planning Essentials: What You Need to Know from the Experts

As they say, no one can escape death and taxes, and, of course, estate planning deals with both. Trust and estate planning is a significant portion of our life’s work and our experienced team is glad to share some of the knowledge we’ve gathered over the years to hopefully ease your planning process.

In this issue of Enlighten, we discuss important issues surrounding estate planning, such as handling unique assets, planning for incapacity, what to know about beneficiary designations, and more.

A Collection Of Estate Planning Topics

family walking through the grass holding hands

Estate Planning For Every Life Stage

Estate planning is more than simply planning for the passing of assets at your death. Proper planning also...

Conditions And Limitations Of DIY Investing And Estate Planning

Many of us spend memorable weekends on do-it-yourself (DIY) projects, from installing a garbage...
Young married couple signing papers after consulting with a professional CPA

The Value Of A Professional Trustee

One of the most important decisions an individual makes during the estate planning process is to choose a...
A doctor holding a patient's hand

Ensuring Continuity In The Face Of Incapacity

Many people are planners. Whether saving for a down payment on a house or making sure we have all the...

Priceless Peace of Mind

While getting your affairs in order with an estate planning attorney is comforting, naming a family member as trustee can cause many issues. First Business Bank’s experienced Private Wealth team can help you and your family in your time of need and offer the true peace of mind you seek in the process.