A trust essentially provides you with a personal business manager. From investment management to bill paying and coordination of tax information, your trust officer serves as your source for financial management, helping you plan for future needs with expert advice on new opportunities.

• Unmatched personal service
• Permanent account administrator assigned to each client
• Personal management services:
  • Bill paying
  • Tax returns
  • Insurance claims
  • Freedom to travel without worry about financial obligations
• Expert investment management
• Proven investment performance record
• Built in estate planning features:
  • Management of assets during periods of disability
  • Minimizing federal estate tax liability
  • Minimizing estate transfer costs
• Custom trust design provides for assets passing to heirs without probate
• Farm and real estate management

Use of a qualified individual trustee or attorney is an option. We would like to have the opportunity to discuss your needs and goals. Please contact a Wealth Management representative. We’re here to help.