Trust and Estate Services

Trust and Estate Services

(Contact Licensed Insurance Representative)

(Contact a Trust Officer) (Start your plan today)

The trust and estate planning you do today will be one of the most valuable gifts you can give to the people and organizations you care for most. This planning will give you confidence that your assets are protected and transitioned as intended. An effective estate plan can provide tax savings, maximize value to your beneficiaries, provide a seamless efficient transition of assets and create creditor protection.

Wealth Consultation*Investment Advisory*Portfolio Management*Real Estate Management*Oil and Gas Management*Unique Asset Management*IRAs*Estate Planning*Trust Administration*Irrevocable Trusts*Revocable Trusts*Charitable Trusts*Non Profit Management*Legacy Planning*Estate Settlement*Special Needs Trust*Education Trusts*Distribution Planning*Plan and Document Review*Cash management*Bill Pay*Tax Coordination*Monte Carlo Simulation

Insurance offered through Cetera (disclosure)

Whole Life Insurance*Term Life Insurance*Variable Universal Life Insurance*Fixed Annuities*Variable Annuities*Indexed Annuities*Long Term Care Insurance