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Personal Trust Services

Expertise to provide a wide variety of trusts

Establishing a trust can provide significant benefits during your lifetime and beyond. Including a trust in your wealth management plan can help manage and protect your assets, shield them from excessive taxes, support your family, provide charitable contributions, ensure a smoother estate settlement and manage your legacy after you’re gone.

The following are among some of the types of trusts and services we offer:

  • Revocable trusts
  • Irrevocable trusts
  • Agency and custody accounts
  • Charitable remainder trusts
  • Estate settlement
  • Special needs trust
  • Insurance trusts
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Desired Services
Wealth, Retirement and Estate Planning
Asset Management
Municipal Finance Strategy
Nonprofit or Foundation Planning
Personal Trust
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Trust products and services are not insured by FDIC, are not a deposit or other obligation of, or guaranteed by, the depository institution, and are subject to investment risks including possible loss of the principal amount invested.