A trust is an effective tool for managing your assets during your lifetime and for the benefit of your loved ones after you are gone. A trust ensures that your assets will be managed in the future according to your wishes, as well as provides significant tax advantages to help you preserve those assets in the present. We can provide:
- Local Administration
- Continuity of service
- Professional, accurate record keeping
- Bill payment, if desired
- Management of your financial affairs, if necessary
- Reduction in expenses to settle your estate
- Opportunity to save estate taxes
For more information please call (937) 283-3058 or 1-800-837-3011.
Insurance and investment products are not a deposit, not FDIC insured, not guaranteed by National Bank and Trust, not insured by any Federal Government Agency, May Lose Value.