Close
Skip to Content

Trust Services

Home Personal Investing & Wealth Management Trust Services

Preserve and protect your legacy

A trust can help you prepare for life’s transitions by helping to maximize the amount you leave to your family and beneficiaries. Working closely with your attorney or tax advisor, we’ll help you navigate the complex financial and emotional issues of trust and estate administration.

Services

We offer a wide range of fiduciary services and can help provide you with planning and review feedback.

  • Investment management for individuals
  • Investment management for institutions and endowments
  • Managed and self-directed IRAs
  • Farm and property management
  • Tax, estate and gift planning
  • Income and retirement planning
  • Executor and estate administration
  • Trust administration
  • Financial Power of Attorney (POA)
  • Conservatorships
  • Securities custody and safekeeping
  • Bill payment and elder care consulting

Trust benefits

A trust preserves your wealth and can minimize your tax exposure while maximizing the benefits your loved ones derive from it. They are most commonly used to:

  • control assets and provide security for the beneficiaries
  • provide for beneficiaries who are minors or require expert assistance managing money
  • avoid estate or income taxes
  • provide expert management of estates
  • avoid probate expenses
  • maintain privacy
  • protect real estate holdings or a business
  • create a charitable giving plan

Contact Us


Our team

When you work with our Trust Department you’ll quickly realize that we handle things differently than other banks. For many of our clients, our trust officers become like members of the family, providing guidance and comfort during times of change.

Meet our team


Additional assistance

 

Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency