Our Trust Department helps clients achieve their financial and estate planning objectives by learning as much as we can about each client’s unique situation and structuring a highly personalized plan.
Whether you are growing and protecting assets (your own, your family's, a charitable organization's), or establishing a benefits program for your employees, an effective trust services and asset management program requires a personal commitment to pursuing your financial goals, plus the expertise to achieve them.
Because every individual’s needs are unique, we are committed to learning as much as we can about each client’s situation. We carefully consider a wide range of issues, including need for income, risk tolerance, tax implications and family dynamics. And we consult with a client’s attorneys and accountants. The result is a highly personalized estate or benefits plan and a mutually rewarding, long-term relationship between our professionals and the customer.
Trust and Asset Management Services
- Revocable or Irrevocable Trusts
- Estate Settlement/Executor Services
- Investment Management Accounts for
- Charitable Organizations
- Tax Planning
- Employee Benefit Plans
- Managed Retirement Plans (IRA Rollovers)
- Tax Management
Need More Information?
Education is a great starting point for your planning process. Our Trust Officers are available to make presentations to your business group, civic group or other organization. If you are interested in arranging a seminar, contact us at 800.356.8622, or complete our Information Request Form.
Trust assets are: (1) not bank deposits or obligations; (2) not guaranteed by any bank; (3) not insured or guaranteed by the FDIC, the Federal Reserve Board or any other government agency, and (4) may lose value.