Personal Trust Services
As trustee, we will protect your trust assets, follow the terms of the trust agreement and related documents, and serve the best interests of your beneficiaries.
Our experienced professionals offer impartial investment advice, years of experience in managing trusts, and an understanding of the laws and regulations that affect any trust you establish.
- Financial planning for retirement, taxes, and estates
- Investment management
- Trustee services
- Preparation of individual tax returns, estimated taxes, and real estate taxes
- Bill paying
- Collection of Social Security and VA Benefits, rent payment, and annuity checks
- Complete record-keeping and reporting
- Estate settlement and probate administration
To ensure your goals are met, we offer:
Based on your needs, circumstances, and comfort, you may engage us as:
- your portfolio manager or advisor;
- your trustee for a living or revocable trust;
- the trustee under your will or for your IRA rollover;
- your personal representative, guardian, conservator, or custodian; or
- an agent for your trustee or personal representative.
