Establish a named scholarship, continue your support of charity close to your heart, or simply leave your assets to loved ones. With a properly drawn out estate plan, you can rest assured your wishes will be carried out.
An estate plan can reduce the amount of taxes to be paid, ensure assets are distributed as you would like and provide liquidity for estate settlement expense. Through our partnership with American Trust Center, we will work closely with you to ensure your desires are met. When the time comes, we can also serve as the personal representation to administer and settle your family’s estate.
Products and services offered through American Trust Center are: * Not a deposit * Not FDIC insured * Not insured by any federal government agency * Not financial institution guaranteed and may be subject to investment risk, including loss of principal amount invested.