We all have questions about planning for our future and our legacy. Take a look at some of the questions Trust Officers can answer for you and then let us know if we can be a part of your plans for the future.
DEAR TRUST OFFICER:
My parents are retired, living in another state. They have a sizeable investment portfolio and are financially comfortable. However, as they are getting older, they are having trouble keeping up with their paperwork. Last year they were late in making tax payments, very unlike them. I would help them, but I just live too far away. Is there a service that a bank offers retirees to help in managing their money? Does it cost a lot?
—WORRIED CHILD
Read the Trust Officer’s Answer
DEAR TRUST OFFICER:
I’m intrigued by something I heard about recently, a “dynasty trust.” What is that, and how does it work?
— LEGACY BUILDER
Read the Trust Officer’s Answer
DEAR TRUST OFFICER:
When should I talk to my children about their inheritances?
— THOUGHTFUL PARENT
