You may know what you want to accomplish (transferring your estate to family or charities, being able to retire in a comfortable lifestyle, educating children or grandchildren), but don’t always know where to seek advice.
The Wealth Management Group can often be a good place to start. Our staff consists of professionals such as attorneys and CPAs who can help you identify your goals and recommend ways to help you accomplish them.
While we don’t take the place of your attorney or accountant, we can act as a trusted member on your team of advisors, acting in concert to serve the needs of you and your family.
Stock Yards Bank and Trust Company and its affiliates and the directors, officers, employees, and agents of Stock Yards Bank and Trust Company and its affiliates (collectively “SYB”) are not permitted to give legal or tax advice. While SYB can assist clients in the areas of estate and financial planning, only an attorney can draft legal documents, provide legal services and give legal advice. Clients of SYB should consult with their legal and tax advisors prior to entering into any financial transaction or estate plan. Because it cannot provide legal services or give legal advice, SYB’s services or advice relating to “estate planning” are limited to (i) financial planning, multi-generational wealth planning, investment strategy, (ii) management of trust assets, investment management and trust administration, and (iii) working with client’s legal and tax advisors in the implementation of an estate plan.