PERSONAL TRUST SERVICES

Contrary to popular belief, trusts are not just for the very wealthy. They are, in fact, an excellent tool for preserving and distributing any accumulated wealth in the most advantageous way. Technically, a trust is a legal entity that owns and distributes assets according to the wishes of the individuals establishing the trust. Most of us know trusts as a way to transfer assets from one generation to another, but trusts can also be used to perform such practical jobs as:

Effective planning makes the most of your assets, now and in the future. A trust is an excellent way to plan successfully. Stop in and see one of our experienced trust professionals to find out how we can serve you.