| Like every person, every relationship is unique. We understand your need for individual solutions to meet your financial goals. When it comes to growing your wealth and well-being, we have found there are no planned, one-size-fits-all solutions. Your needs will be met with solutions and services as unique as you are.
One of the most important services we offer our clients is to administer their trusts for the loved ones they leave behind. To do it properly requires more than a transfer of assets. These assets must be conscientiously managed over the coming years. By leaving property in trust and naming The Trust Company as trustee, you can ensure the process will be managed by a team of experienced professionals. The options are many and varied, but the professionals at The Trust Company will guide you through this important journey. Some of the types of trusts you may want to consider or need advice on are:
- Bequests in Trust for Young People
- Marital Deduction Trusts
- Trusts for Single Persons
- Revocable Living Trusts
- Revocable Life Insurance Trusts
- Stand-By Trusts
- Charitable Trusts
We all live busy lives, so there never seems to be the perfect time to “put one’s affairs in order.” The Trust Company has a full complement of services to help you develop a will and plan your estate. When you become a client of The Trust Company, estate planning will be one of the first subjects we discuss. Without proper planning, the rest of the process of helping you fulfill your goals cannot be fully developed.
You cannot turn on the television, read a newspaper or click on to a website these days without being confronted by the issue of retirement. One thing is for certain – the definition of “retirement” has radically changed. Today it’s more of a moving target, meaning something different for every person. This is why you need someone on your team who will listen to your needs and goals and help you plan today for a fulfilling future. Your personal banker at The Trust Company is that person. We can help you with this critical part of your life. We offer:
- IRAs
- SEPs
- 401(k)s
- 529 College Savings Plans
- Stock Option Planning
- Insurance
- Pension Plans
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