Vice President & Trust Services Advisor, CTFA
Doug
 
Koenig
Trust & Financial Services since 2001
27th & Pine Lake
4023231308
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B.S., University of Nebraska; Masters Degree

Trust & Financial Services since 2001

Member: Lincoln Estate Planning Council; Lincoln Probate Discussion Group

Related Resources
A man sitting behind his laptop looking off to the side lost in thought
Blog 10/26/21

Estate planning for the young and affluent can be tricky

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Blog 11/19/20

Four specific trusts eligible to hold S-corp stock

estate-blog-gifts
Blog 8/4/22

Making annual exclusion gifts can be a deceptively powerful estate planning strategy

Trusts
Personal Trust

Investment products: Not FDIC Insured — No Bank Guarantee — May Lose Value.

 

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