Trusts are not just for the wealthy. A personal Trust is an effective, flexible tool to help you preserve your assets and ensure your money is managed and distributed according to your wishes. Minimize estate taxes, transfer money to heirs and carry out your charitable wishes.
As an administrator, we can manage your assets and handle any of the fiduciary responsibilities in an objective manner. We guarantee your wishes are carried out as you have planned. Your Trust Advisor will explain each type of Trust available to you and provide the guidance you need to select the type that is right for you.
Types of Trusts:
Revocable Living Trusts
Irrevocable Trusts Under Agreement
Special Needs Trusts
Life Insurance Trusts
For more information on Trusts, call us to speak with a RCB Bank Trust financial advisor.