Trust services offered

• Self-directed and Trustee-directed IRA - An excellent tax shelter for individuals who want to save for retirement. You make rollover or annual contributions to the IRA account, which remain invested and tax deferred until distribution.
• Investment Agency Account - A simple relationship in which you hire a trust professional to assist you in managing your accounts according to your instructions. Discretionary services available.
• Estate Administration - An orderly disposition of assets upon death by an impartial, bonded institution.
• Trust - The means of ensuring that your assets will be managed and ultimately transferred to your heirs, in the way you choose.
• Revocable Living Trust - A trust that avoids probate. An increasingly popular planning tool.
• Irrevocable Trust - A trust that carries out your wishes after death. May offer significant tax benefits or asset protection benefits.
• Charitable Trust - A trust that gives you immediate tax benefits, a known income for life, and can benefit your favorite charity(ies).

Not FDIC insured. May go down in value. Not guaranteed by a financial institution. Not a deposit. Not insured by any federal government agency.