Trust Services

Individual Retirement Accounts (IRA'S) & Personal Custodial & Management Accounts

New Accounts & Rollovers
Investments to Choose From

  • C.D.'s & Other Bank Deposits
  • U.S. Treasury Securities
  • U.S. Agency Securities
  • Corporate Securities
  • Money Market Funds
  • Mutual Funds
  • Stocks

Personal Trusts

Revocable & Irrevocable

  • Avoid Probate
  • Reduce Estate Taxes
  • Use Bank Professionals to handle the Estate
  • Use Bank Professionals for Investment Management

Charitable Trusts

  • Tax Relief

Insurance Trusts

  • Replace Estate Taxes
  • Replace Value of Assets put into Charitable Trusts

Employee Benefits Plans

  • We can serve as trustee or as custodian of investments

Accounts for Minors

  • Escrows
  • Conservatorships
  • College Accounts

We Can Help You With...

  • Your Retirement Planning
  • Estate Planning
  • Managing Your Investments
  • Reduce Tax Burden

 

   
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