Unique Solutions for Complex Financial Matters
Planning for your financial future involves more than simply your retirement. You’ve spent your whole life working to build your legacy. Our Trust Department provides the expertise needed to carry through with your wishes and to pass on your legacy. Our services can be an ideal solution if your loved ones live outside of the area.
Trust Services
Trust Accounts
A trust can be designed to to provide for your loved ones and to possibly reduce your tax load. As your appointed trustee, we bring professionalism and objectivity to ensuring your wishes are carried out to the letter.
Conservatorships
A conservatorship may be used to take care of your business and non-business affairs should you not be able to manage them yourself. It takes a court order to appoint us as your conservator to act in your best interest.
Agency Accounts
An agency account allows for a more streamlined investment process with varying degrees of participation on your part. You can either give us directions on investment decisions or give us full authority to make investment choices on your behalf that coincide with your financial goals.
Power of Attorney Designation
This designation allows us to manage your affairs based upon the responsibilities outlined in the written power of attorney agreement.
Burial Trusts
Burial trusts are specifically designed to provide burial funds at your time of death. Funds are payable to a funeral home with any excess funds paid to the estate.
NOTE: Stocks, bonds and mutual funds:
- Are Non-deposit investments
- Are NOT FDIC Insured
- Have No Bank Guarantee
- May Lose Value including possible loss of principal