Midstates Bank, N.A.’s Trust Department financial planning services go beyond the traditional calculations for major purchases, college education, and retirement needs. Our team of professionals provide innovative solutions for achieving your short and long-term financial goals. Financial planning is as individualized as your thoughts, dreams, and aspirations. No general rule or quick advice is adequate to assist you in achieving your financial goals. Our personalized and comprehensive financial plans provide the details to help you stay on course.

Potential division of an estate for IRA and/or qualified plan assets with no estate 
and income tax planning

Our professionals work closely with your attorney. Together we devise and implement an estate plan that helps you and your family retain ownership of business assets and keep more of your hard-earned money.

Midstates Bank, N.A.’s mission is to develop lifetime relationships and see our clients realize their potential. We will not only help develop and implement your financial plan, but we will also be there for the next generation to ensure your wishes are fulfilled.

Income and estate taxes have a significant impact on your ability to achieve your financial goals. Lack of planning can quickly deplete your hard-earned money and greatly reduce your future cash flow. Managing your financial resources today can provide your family with future financial security. Our financial planning services focus on strategies to maximize wealth for your current and future use.

Our tax preparation services are integrated with your financial plan to ensure your plan is implemented correctly. Our long-term focus and understanding of your personal goals provide us with unique insight to your financial matters and future planning opportunities.

Midstates Bank, N.A.
P.O. Box 717 
Harlan, IA 51537
(712) 755-7738 
Fax (712) 755-7739
Email: Midstates@msbna.com