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Trust Services

Protect and grow your assets for you, your loved ones or charity. Our trust services include:  Gifting & Legacy Planning | Revocable Living Trusts | Life Insurance Trusts | Other Fiduciary Services

Gifting & Legacy Planning


Create and enduring legacy for generations to come.

You can ensure that your assets are protected and then distributed according to your wishes. We can help you plan and implement an effective gifting and legacy strategy based on the right mix of trusts, wills and insurance. Our expertise and the variety of trusts we offer can help you achieve your wealth management and transfer goals—whether it involves other family members, charitable organizations, private foundations or some other entity. We’ll review your plans and help you decided on the proper vehicles to achieve your goals.  Types of trusts include:

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  • Charitable Split Interest Trust
  • Crummey Trust
  • Dynasty Trust
  • Family Trust
  • Generation Skipping Trust
  • Grantor Retained Annuity Trust
  • Intentionally Defective Grantor Trust
  • IRA Rollover Trust
  • Irrevocable Trust
  • Life Insurance Trust
  • Marital Trust
  • Qualified Domestic Trust
  • Qualified Personal Residence Trust
  • Qualified Terminable Interest Trust
  • Rabbi Trust
  • Revocable Living Trust
  • Self Declaration of Trust
  • Special Needs Trust
  • Spendthrift Trust
  • Testamentary Trust
  • Trust for minors

Revocable Living Trusts


Plan ahead to safeguard and manage your assets according to your direction.

Revocable living trusts are a widely used type of trust that can provide peace of mind by protecting your assets if you become disabled or incapacitated, providing for the care of beneficiaries, ensuring a legacy is left for your favorite charity or simplifying the settlement of your estate. “Living” means the trust takes effect immediately. “Revocable” means you can change the terms of the trust whenever you wish. As professional trustees and investment managers, we work with your attorney and/or accountant to coordinate and manage all your plan’s details. You can direct the trust to provide as much or as little direction as you choose. As trustee, we can:

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  • Protect and manage assets for you and your beneficiaries
  • Collect income
  • Make deposits directly into other accounts as you designate
  • Keep clear records of all transactions
  • Provide easy-to-understand statements
  • Compile information for tax returns

Life Insurance Trusts


Preserve your estate for your beneficiaries. 

Life insurance trusts are also a common type of trust. Combined with proper planning, it can help ensure that policy proceeds are distributed according to your wishes, without sacrificing large portions to taxes. Whether you plan to provide income for a spouse, educate children or grandchildren or leave money to a favorite charity, we can help you structure a plan that provides you with a suitable amount of direction. As trustee, we can:

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  • Protect and manage assets for you and your beneficiaries
  • Collect income
  • Make deposits directly into other accounts as you designate
  • Keep clear records of all transactions
  • Provide easy-to-understand statements
  • Compile information for tax returns

Other Fiduciary Services


Rely on us to look out for your best interest. 

We offer a wide variety of fiduciary services for those in all stages of life. Ask us about developing a customized financial solution for you or a loved one. We can work with legal and tax professionals to address both personal and professional needs. Our comprehensive services can be tailored to cover details unique to your situation including today’s needs as well as anticipated future needs. As fiduciary, we can perform many functions, including, but not limited to:

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  • Protecting and manage assets for you and your beneficiaries
  • Collect income
  • Make deposits directly into other accounts as you designate
  • Keep clear records of all transactions
  • Provide easy-to-understand statements
  • Compile information for tax returns