Trust & Estate Planning
Preserving your assets for the people you love is the essence of estate planning. Our Trust and Asset Management Group has helped generations of families do just that. And, because we're right here in the community, we can meet with you on a regular basis to plan and administer your trust and investments. Complex tax laws require the skills and expertise of professionals, contact us today to see how we can help you.
Living Trusts
A Living Trust has many invaluable advantages and features, including serving as a partial substitute for your will. Unlike a will, the assets in trust are not subject to probate or public record and scrutiny. In addition, you can amend or terminate most Living Trusts at any time, as well as possibly achieving long-range savings in death taxes.
Trust Under Will/Testamentary Trusts
A Testamentary Trust is one written into and created by your will. Depending on its terms, your trust can often result in substantial estate and inheritance tax savings. After your estate is settled, our Trust and Asset Management Group will manage the after-tax assets as trustee and assume responsibility for carrying out your long-term objectives.
Plus...
- Other revocable trusts
- Other irrevocable trusts
- Land trusts
