Estate Planning Estate planning is the process of managing the transfer of assets while you are alive and providing for final disposition at your death. Estate plans are commonly developed by a team of professional advisors including attorneys, accountants, insurance agents, and trust officers. Estate planning can address a broad range of issues: lifetime gifts, protection in the event of incapacity, planning for medical care, tax planning, probate avoidance, privacy, protection of beneficiaries, continuation of family farms or businesses, charitable giving, professional asset management, retirement benefit planning, life insurance, and titling and transfer of assets.Trusts serve a variety of purposes in estate planning and provide flexibility in customizing solutions to meet your specific circumstances. When Security National Bank is named Trustee, you will have peace of mind knowing that your assets will be professionally managed and your estate planning goals will be carried out as you directed. For more information, contact the Wealth Management Division at (712) 277-6586 or (800) 475-4468.