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All of our locations will be closed on Monday, Sept. 1, in celebration of Labor Day. Remember, you can bank anytime, anywhere with online and mobile banking.

Buying or building a home? We offer a variety of mortgage loans with terms that fit your financial needs. 
Loans subject to credit approval. NMLS #406389

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Trust Administration

We’re here to help however we can.

Trust management involves making decisions in the present while trusting someone to carry them out in the future.

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Our trust administrators work alongside you as you make your present decisions, and they ensure that your wishes will be followed. 

Our trust administration services include:
  • Revocable Living Trusts
  • Irrevocable Trusts
  • Charitable Remainder Trusts
  • Grantor Retained Trusts
  • IRA and Roth IRA Management
  • Public or Private Foundation Management
  • Guardianship Management
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Through our premium trust attention, we’ll:
  • Coordinate estimated tax payments working with your tax accountant or preparer
  • Process bills (unlimited) and medical claims
  • Facilitate caregiver services, including transportation
  • Manage your checkbook and any real estate held in trust
  • Arrange home repairs and capital improvements
  • Organize medical and prescription services
  • Make personal visits
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Meet with one of our specialists today for a document review.

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Blog

On Our Minds

Area map showing the composition of the US Bond market by sector from 2001 to 2024.
Chart of the Day

Chart of the Day: Government Bonds Dominate the US Bond Market

August 28, 2025

Today’s Chart of the Day is from Avantis Investors and shows the weighted percentage of bonds issued by various sectors of the market.

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Black and white printed lists of the Top 40 and Bottom 40 occupations, ranked on their compatibility with AI.
Chart of the Day

Chart of the Day: AI and Compatible Jobs

August 26, 2025

Today’s Chart of the Day is from a study by Cornell University (arXiv.org) published in July 2025, called “Working with AI: Measuring the...

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Line graph showing the ups and downs of the stock market, notated with various
Chart of the Day

Chart of the Day: Reasons to Sell

August 21, 2025

Today’s Chart is from @QCompounding showing 50+ "smart-sounding" reasons used to sell stocks since 1950 to 2020, all while the market went up 100(x)...

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