Trust Services: The MVP of Financial Planning
February 5, 2025
While the nation turns its attention to Super Bowl snacks and commercials, we’re still focused on financial safety and security. Here’s how Trust Services is crucial to keeping your financial game plan on track.
When it comes to financial planning, think of a trust like the left tackle on a football team. They might not always get the spotlight, but they’re essential for keeping the quarterback safe, so the play can unfold successfully. Trust services, when planned correctly, can help protect your assets, simplify your life, and ensure your financial game plan is executed to perfection. Whether you’re in your rookie year of financial planning, or you’ve been playing the long game for years, trusts can be the ultimate playmaker.
Why Trusts Are the Real Game Changer
Trust services are your offensive line – in place to protect your financial assets and ensure the play you called gets carried out correctly. Here are some key scenarios where they prove their value:
- Estate Planning: Avoid fumbles in your legacy handoff and make sure your assets go to the right people without unnecessary legal hurdles or probate penalties.

- Tax Efficiency: Help your heirs dodge unnecessary tax hits, maximizing what you pass on to your beneficiaries.
- Business Succession: Trusts ensure a smooth transition, so your home team doesn’t miss a beat.
- Special Needs Support: Provides financial stability for loved ones while keeping their benefits intact.
Drafting Your Financial Playbook
Hiring the right coaching staff will help build your team for success. The Trust Services team at Blackhawk Bank & Trust have decades of experience so they’re ready to guide you through every play. From choosing the right type of trust to making sure all the details are covered, they’ll help you execute your plan like a pro. Our comprehensive Trust Services include:
- Living (Grantor) Trusts
- Irrevocable Trusts
- Trusts Under Will
- Estate Administration
- Guardianship
- Investment Management Agency
- Custody Services
- Escrow Services
- Special Needs Trusts
- Irrevocable Life Insurance Trusts
- Land Trusts
- Exchange (1031) Trusts
Why Trust Services Are Your Championship Game Plan
Think of a trust as your way to call the shots even when you’re not on the field. By taking the time to set up a trust, you’re not only protecting your assets but ensuring your team— your family, loved ones, and causes you care about—have the resources they need to keep winning.
Ready to talk your trust strategy? Click here to get started.