Trust Services That Fit Your Future
Trusts can be a complicated area of financial management, and the Trust Professionals at FSB understand how overwhelming it can be. Here are some of the services we offer to help make it easier for you:
• Estate Planning: FSB’s Trust Department will work with you to create an estate plan or ensure your current plan is appropriate.
• Trust Administration: As your trustee, FSB trust experts are dedicated to protecting your assets and fulfilling your intentions in consideration of all parties involved.
• Conservatorships: Family members may rest assured that all their loved ones’ assets are being professionally managed, all bills are paid on time, and all tax returns are promptly filed.
• Agency/Custodial Services: Even though your investments are diversified, your portfolio doesn’t have to be. FSB trust experts can consolidate your record keeping, provide you with one statement reflecting all account activity, manage or maintain your current assets, and provide bill pay service when/as needed.
• Irrevocable Life Ins. Trust: Insurance policy owned by a trust to reduce estate tax.
• Estate Administration Services: When you name FSB as executor/co-executor of your estate, you are ensuring that your last wishes will be carried out as you have planned.
Whether your goals are to preserve wealth, spend less time managing financial affairs, ensure your wishes are carried out, or make charitable donations, we provide Trust solutions to meet your needs. To learn more about how we can help you contact our Trust Specialist, Tammy Fleming, at 319-874-4321.