Financial Planning Registered Investment Advisor Services Retirement Planning Estate Planning Zions Bank in Utah has helped manage the assets of individuals and their families for many generations. Providing continuity and peace of mind, we have administered trusts, settled estates, and handled the personal financial affairs of clients since 1890.
Estate planning is much more than simply planning to avoid probate and reduce taxes.
As trustee we can relieve you and your beneficiaries of many financial responsibilities that you consider burdensome. A trust can create important estate tax-related savings that can help preserve the assets you've worked so hard to accumulate. Investment Management Investment management services provide professionally managed portfolios tailored to match your investment goals and tax needs. Investment management services are provided through Trust and Investment Management. Investment management services are available to qualified individuals, trustees, executors, partnerships, and corporations.