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Wealth Management

Individuals
 

Personal Trust Services

Providing trust and fiduciary services is a complex responsibility requiring highly trained and experienced professionals. A trustee's legal duty is to protect the grantor of the trust and to ensure the proper administration of family wealth set aside for minors, elderly, incapacitated persons or future generations. As your trustee, we are prepared to handle everything from reviewing your tax situation to ensuring your investments are appropriate for your situation, allowing you the freedom to focus on other things that are important to you.

Why should you consider a trust? A trust is a private document, not a public document like a will, and will permit you to avoid the public process and cost of probate. Trusts also allow for the consolidation of your assets and will assure continuity of management for you, your family and other beneficiaries. In addition, trusts can provide asset protection, as well as ongoing estate planning opportunities and possible estate tax reductions.

 

Investment Products and Services are:

Not FDIC Insured

 

BIYC_CF_RelayForLife2011.pdf

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