Trusts

Trusts

Is a Trust Right for You?

A carefully designed trust plan is appropriate for anyone who owns a home, investments, bank accounts, retirement plans, collectibles or any other valuable personal belongings. As you work with your attorney to prepare your trust document, we as trustee or co-trustee can help you:

  • Administer and provide care for you and/or your spouse should you become incapacitated
  • Safeguard your assets from being subject to probate
  • Provide for the care and future needs of young or incapacitated heirs
  • Provide help in meeting the future financial needs of a spouse, significant other or children
  • Help with the transition of assets to beneficiaries during a time of grief
  • Prepare and complete trust, estate, inheritance and personal tax returns

Trust Services & Administration

  • Providing tax-efficient cash flow
  • Simplifying finances with bill payment and tax management
  • Expediting confidential transfers of wealth
  • Shielding assets from unnecessary transfer taxes
  • Providing for charitable giving
  • Administering the financial activities of a deceased family member’s estate
  • Coordinating tax and regulatory filings

NOT A DEPOSIT — INVESTMENTS NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY — NOT GUARANTEED BY ANY BANK — MAY LOSE VALUE

For more information or to arrange a personal consultation with one of our trust officers, call 888.447.4730.


Trust services provided by AAA Banking • Division of Auto Club Trust, FSB