As we age, often times we find ourselves unable, or unwilling, to do some of the things we used to do. Our Wealth Management & Trust Department can carry some of that burden for you.
Many times this means seniors can stay in the comfort of their own home or in an independent living facility. We step in when an adult child or trusted friend is not available to provide the help you may need. We can help you maintain your lifestyle and bring both you and your family peace of mind.
Specific Services & Benefits:
- Coordinate home health providers and long term care claims
- Manage, protect, and keep record of assets
- Direct annual tax preparation and filing
- Maintain home, vehicle and other property
- Identify key issues for effective estate planning
Non-deposit investment products are not FDIC insured.