Establishing a trust is an ideal way to create financial security for you and your family by providing for the management of your assets during your lifetime, whether you are in good health or in times of illness or disability. Assets held in your trust will not pass through probate, and your trust can continue after your death for the benefit of your loved ones or a charity.
Trusts can be of special importance if you have a child with a disability, are facing the challenges of aging or have aging parents, have charitable inclinations, or are concerned about estate taxes. If you have a family business, trusts can play a vital role in protecting the company if you become disabled or in passing the business to the next generation smoothly and tax-efficiently.
As your trustee, we work closely with your other advisors, such as your attorney, accountant, insurance agent or health care provider to ensure that your needs and objectives are identified and met. Please feel free to contact us to discuss how you might benefit from the use of our Trust Services.
- Local service
- Professional investment management
- Expense management and bill paying
- Accurate recordkeeping
- Coordination among team of advisors
Please feel free to contact us to discuss how you might benefit from our Personal Trust Services.
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Legal, investment and tax notice: This information is not intended to be and should not be treated as legal advice, investment advice or tax advice. You should under no circumstances rely upon this information as a substitute for obtaining specific legal or tax advice from your own legal or tax advisers.
FNBC Bank & Trust Wealth Management offers investment products that are not a deposit, not FDIC insured, not insured by any Federal Government Agency, not guaranteed by FNBC Bank & Trust, and may lose value.