MY ACCOUNT ABOUT INVESTMENT MANAGEMENT TRUST SERVICES WEALTH & RETIREMENT PLANNING RESOURCES CONTACT WEALTH & RETIREMENT PLANNING We help grow your wealth according to your wishes. We work with you to develop the best strategies to reach your goals. Wealth & Retirement Planning Financial Planning Retirement Planning Social Security Optimization IRA Rollovers Using a trust provides peace of mind and continuity in the handling of your estate and the preservation of your wealth. We encourage you to: Speak with a trust advisor about your needs. Ensure your values are reflected in your estate plan. Partner with a fiduciary to preserve and grow your assets. Revisit and evaluate your retirement plan. Wealth & Retirement Planning FINANCIAL PLANNING RETIREMENT PLANNING SOCIAL SECURITY OPTIMIZATION IRA ACCOUNTS INVESTMENT MANAGEMENT. Personalized investment strategies that serve your objectives, risk tolerance, values, and situation. TRUST SERVICES. A trust puts your assets to work for you in a powerful way to meet your objectives. WEALTH & RETIREMENT PLANNING. We’ll evaluate your retirement goals and ensure your values are reflected in your retirement plan. WE ARE MIDWEST TRUST. MY ACCOUNT ABOUT MIDWEST TRUST INVESTMENT MANAGEMENT TRUST SERVICES WEALTH & RETIREMENT PLANNING RESOURCES CONTACT 913-319-0300 913-319-0322 5901 College Blvd, Suite 100 Overland Park, KS 66211 © 2021 Midwest Trust. All Rights Reserved. SITE BY INDICIA

MY ACCOUNT ABOUT INVESTMENT MANAGEMENT TRUST SERVICES WEALTH & RETIREMENT PLANNING RESOURCES CONTACT CHARITABLE SERVICES Support your favorite charities and strengthen your community. Charitable Services Our charitable services help your values endure. Midwest Trust can help you maximize the impact of your charitable gifts. We can help you establish a trust that will provide for you, your heirs, and the charities you cherish: Charitable remainder trust is tax-exempt, irrevocable trust is eventually donated to charity. First, the trust provides beneficiaries with a percentage of the assets as income over a period of time. Charitable lead trust is trust is taxable and irrevocable. It provides income to a charity for a period of time. When the trust terminates, the remaining assets are paid to the beneficiaries, typically without federal estate tax. Midwest Trust can also help you set up a family foundation to direct your assets and philanthropic efforts. Trust Services TRUST AND ESTATE SERVICES CORPORATE TRUSTEE CHARITABLE SERVICES FAMILY OFFICE INVESTMENT MANAGEMENT. Personalized investment strategies that serve your objectives, risk tolerance, values, and situation. TRUST SERVICES. A trust puts your assets to work for you in a powerful way to meet your objectives. WEALTH & RETIREMENT PLANNING. We’ll evaluate your retirement goals and ensure your values are reflected in your retirement plan. WE ARE MIDWEST TRUST. MY ACCOUNT ABOUT MIDWEST TRUST INVESTMENT MANAGEMENT TRUST SERVICES WEALTH & RETIREMENT PLANNING RESOURCES CONTACT 913-319-0300 913-319-0322 5901 College Blvd, Suite 100 Overland Park, KS 66211 © 2021 Midwest Trust. All Rights Reserved. SITE BY INDICIA