Estate Planning and Trusts

Special needs call for special solutions. A trust can be your tool that lets us help with goals such as financing your children's education, supporting an elderly relative, making charitable bequests, saving on estate taxes, managing your assets if you are disabled, or providing investment management for your family after your death.

Note: Investments that are not bank deposits such as stocks, bonds, mutual funds, money market funds, annuities, and treasury securities, etc. are not FDIC insured, not guaranteed by the financial institution, and are subject to risk and may lose value.

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