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Special Needs Call For Special Solutions
Some financial objectives extend beyond those that our investment services cover. A Trust can be your special tools that let us help with goals such as:

  • Financing your children’s education
  • Supporting elderly relatives
  • Making charitable bequests
  • Managing your assets if you become disabled
  • Investment management for your heirs

A trust is a custom legal arrangement you create so we – as trustee – can hold and manage the property you place in trust. We care for the property and other assets strictly for your benefit and/or the benefit of others you choose – the beneficiaries. And we follow your guidelines on how to manage all other assets.

You can have your trust take effect during your lifetime – a Living Trust – or under a provision of your will – a Testamentary Trust. Some trusts you can change – Revocable, others you cannot – Irrevocable. Please contact us for more information.

Duties As Trustee
How effective and helpful a trust is relates directly to the Trustee’s performance. Our experience in managing trusts is both long and varied. We will provide professional asset management and thorough administration for any type of trust you decide upon. Some of our duties as Trustee include:
  • Investing the trust assets
  • Distributing income of principal to your heirs
  • Keeping record of all transactions
  • Preparing and mailing annual statements

With Testamentary Trusts, we may also do the following:

  • Assist your beneficiaries with advice on day-to-day financial matters
  • Provide an explanation of the trust operations and answers to their questions
  • Report to the Probate Court
 
 
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