Trusts & Investments
Trust | Top of Page |
Ensure that your wealth is managed as you want it – now and beyond your life. Consult with an attorney experienced in Estate Planning to determine how you might benefit from a Trust.
Features
- You can establish an individual or family trust to be effective during your lifetime or upon your death.
- Trusts offer ways to manage your investments, administer assets and transfer wealth in a tax-effective way. Town & Country Bank’s Trust Department will pay bills, reinvest assets, collect, and distribute income according to your wishes as directed per the Trust document.
- You will receive personal attention from an experienced and knowledgeable trust professional who will provide you with accurate, timely, and detailed reporting of your account.
Benefits
- Help avoid the publicity of probate when your estate passes to your heirs.
- Relieve you of as many, or as few, of the day-to-day tasks in managing your wealth as you choose.
- Consolidate and safeguard assets.
- Ensure that assets are professionally managed should you become unable to effectively manage your affairs.
Trust Services offered through Town & Country Bank. Member FDIC.
Managed Investment Accounts | Top of Page |
We offer investment strategies tailored to match your needs. Strategies range from portfolios made up of the following: cash, equities, fixed income securities, mutual funds, and ETFs - or combinations of all. More sophisticated investments may be appropriate for certain customers. We work with individuals, non-profit organizations, religious organizations, foundations, professional associations, and any business with longer term assets to invest.
Features
- Professional portfolio investment management.
- Consultative process centered around strategic asset allocation.
- Quarterly investment review.
- Investments tailored to meet the client’s needs, whether the client is an individual or a business – for profit or non-profit .
- Manage tax deferred, taxable or tax-free investments with appropriate consideration given to each.
Benefits
- Professional investment management.
- Single point of contact for you through an Investment Consultant.
- Coordination with your existing advisor relationships – accountants, lawyers, tax advisors.
Not FDIC Insured. Not guaranteed by the Bank. May lose value.
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