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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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On Our Minds

blue chart showing investor return gaps by categories such as allocation and taxable bond
Chart of the Day

Chart of the Day: Mind the 15% Gap

December 12, 2024

Today’s Chart of the Day is from a Morningstar article named, “Why Investors Missed Out on 15% of Total Funds Returns.” They call it the “gap,” which...

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Middle-aged white male with computer in front of him and holding a loan application, talking on a cell phone.
Commercial Lending

How to Strengthen Your Commercial Real Estate Loan Application

December 11, 2024

Commercial real estate (CRE) loans are critical for business owners and investors looking to acquire, develop, or renovate properties. Whether you're...

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Line chart showing home prices (dark blue) and mortgage payments (light blue) from 1988 to present.
Chart of the Day

Chart of the Day: 1988 Home Prices to Now

December 10, 2024

Today’s Chart of the Day is data from Case-Shiller Adjusted Home Price, charted by Mish.

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