Managing trusts and estates can be complex. Trustees and other fiduciaries must navigate complicated legal and tax rules and administrative duties. Our skilled fiduciary officers will work closely with your attorney, accountant, and other advisors to manage your estate plan and help protect your family’s financial future.
Products:
- Estate Planning
- Executor/Co-executor
- Estate Settlement
- Custody
- Agent for Trustee
Products outlined in Wealth Management Services including insurance and annuities are not deposits, are not insured by the Federal Deposit Insurance Corporation (FDIC) or any other agency of the United States, the bank or an affiliate of the bank, are not guaranteed by the bank and are subject to investment risks, including decreasing in value or possible loss of principal amount invested.