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Legacy planning helps you organize a thoughtful plan to transfer your wealth to the next generation and charities, protecting your values and wishes in the process. Leaving a lasting contribution and impact of your life is important to our clients, and our expertise is listening to you and bringing it all together to make it happen.

Legacy planning is more than just drawing up an estate plan. It’s a process through which we help you design specific plans to ensure your significant desires are achieved. Many of our clients approach this phase of financial planning with questions such as:

• How do I keep the next generation from spending it all?

• How does charitable giving work?

• What are the tax implications for these options?

• Do I have enough to last and how much can I give?

• How do I help my loved ones in tax-efficient ways?

Trust our experienced First Business private wealth experts to consider every last detail when helping you plan your wishes for the future with resourceful suggestions to achieve your intentions for the future.

NOTICE

Access to Online Private Banking is intermittently unavailable; users may not be able to access it at this time. We are working to restore access as soon as possible. If you have questions, please contact us at: 855-257-4149.

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NOTICE

Access to Online Business Banking is intermittently unavailable; users may not be able to access it at this time. We are working to restore access as soon as possible. If you have questions, please contact us at:

• Wisconsin Region: 608-232-5938
• Kansas Region: 913-717-6464

NOTICE

We apologize for the inconvenience, but the courier portal is currently down.  If you would like to schedule a courier service, please call:

  1. (608) 232-5938 (Madison)
  2. (262) 792-1400 (Milwaukee)

NOTICE

To protect clients and employees, we temporarily suspended courier service. For other deposit needs, please see your client email sent on 3/16/2020 for instructions regarding deposits at your local First Business Bank office.

To set up Mobile Banking, please contact our Treasury Management Support team at 608-232-5938. We will alert you when courier service is available again. Thank you.