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
  • Not insured by the FDIC
  • Not a bank deposit, bank obligation, or guaranteed by the bank
  • Subject to investment risk, including potential principal loss

Charitable Trusts

  • Tax Relief
  • Not insured by the FDIC
  • Not a bank deposit, bank obligation, or guaranteed by the bank
  • Subject to investment risk, including potential principal loss

Insurance Trusts

  • Replace Estate Taxes
  • Replace Value of Assets put into Charitable Trusts
  • Not insured by the FDIC
  • Not a bank deposit, bank obligation, or guaranteed by the bank
  • Subject to investment risk, including potential principal loss

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

 

If you have any questions about our Trust Services please contact our Trust Department at (606) 666-6760 or e-mail mhayes@citizensbankjackson.com or mturner@citizensbankjackson.com.