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Trust Services

You’ve worked hard for your money and assets. Securing them with our personalized wealth strategy services is vital for protecting your loved ones, minimizing taxes, and preserving your legacy.

Trust Services

You’ve worked hard for your money and assets. Securing them with our personalized wealth strategy services is vital for protecting your loved ones, minimizing taxes, and preserving your legacy.

Build Wealth. Go Far.

Collaborating with your attorney and tax planner, our trust professionals will craft a tailored plan that gives you a sense of security while staying adaptable to your family’s evolving needs. Trust in us to help shape and protect your family’s future. Services include:

  • Evaluating insurance needs
  • Protecting your assets
  • Planning for taxes
  • Transferring wealth and gifting
  • Developing a business succession plan

Whether you’re looking for ongoing professional management or investment guidance, our trust team will serve as an objective, accessible financial partner that can help you make sound decisions and implement well-crafted strategies.

Get Started
Build Wealth. Go Far.

Trust Solutions

At a Glance
Benefits
Living Trusts
Current and future management of family funds
Trusts for Children
Giving the next generation a solid financial foundation
Charitable Trusts
Philanthropy plus family financial protection
Life Insurance Trusts
Saving time and money with effective estate planning
Special Needs Trusts
Lifetime supplement for someone with a disability
Trusts in Your Will
Providing beneficiaries with more than a simple bequest
Custody Trusts
Offering safety and convenience
Estate Settlement
Having a professional administrator for your estate

Contact a Wealth Advisor Today

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We will do our best to accommodate your preferred date and time. Meetings are not confirmed until you receive confirmation from our office.

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Disclosures

Securities and Investment Products offered through the Minster Bank Private Wealth Management Group: Not FDIC insured. May lose value. Not financial institution guaranteed. Not a deposit. Not insured by any federal government agency.

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