Newsletters

Your Trust Matters

“Your Trust Matters” is our monthly newsletter for our valued customers and community partners. In this newsletter, you will receive valuable professional insights and news, and learn about unique financial topics as viewed from the perspectives of the Private Wealth experts at MidWestOne. Explore what you should consider, things you should do now to prepare for life’s transitions, and learn how you can maximize the benefits that you leave to your family and beneficiaries.

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2025 Newsletters:

• Plan for Young Adults: Documents 101
• Enhance Charitable Giving with Donor Advised Funds
• Special Needs Trusts
• Cash Management for Peace of Mind
• Organizing Your Important Documents: A Guide to Planning Ahead
• Avoiding Common Mistakes With Power of Attorneys

   

2024 Newsletters:

• Timing Social Security Retirement Benefits
• Empower Positivity Through Awareness
• Charitable Gifting Through Trusts
• Navigating Unexpected Wealth: The Power of Financial Planning
• Don't Miss This Easy Lift for an Annual Financial Check-up!
• The Distinction Between Financial and Healthcare Powers of Attorney
• 2024 Tax Updates

2023 Newsletters:

• Planning for the Federal Estate Tax Exemption Sunset
• Protecting Yourself from Identity Theft and Bank Account Fraud
• Year-End Tax Planning
• The Aretha Franklin Will Dispute: Lessons on Engaging an Attorney for Estate Planning
• Understanding Risk
• FDIC Insurance
• Increasing Fixed Income Duration: Capturing Opportunities in Falling Interest Rate Environments
• New Tax Laws via Secure Act 2.0

2022 Newsletters:

• Year-End Planning Strategies
• Chances Are, You Aren't Taking Advantage of this Basic Cash Strategy
• Overlooking Items in Estate Planning

Catch up on prior issues of "Your Trust Matters" here: