Trusts & Investments
Trust | Top of Page |
Town & Country Bank offers a full range of trust options tailored to your individual needs. Trusts may be used to fulfill your financial wishes - whether your goals are to be in control of assets, philanthropy, or tax savings. Town & Country Bank can act as sole trust administrator or work with named individuals in a co-administration capacity.
Features
- You can establish an individual or family trust to be effective during your lifetime or upon your death.
- Trusts offer ways to manage your investments, administer assets and transfer wealth in a tax-effective way. Town & Country Bank’s Trust Department will pay bills, reinvest assets, collect, and distribute income according to your wishes as directed per the Trust document.
- You will receive personal attention from an experienced and knowledgeable trust professional who will provide you with accurate, timely, and detailed reporting of your account.
Benefits
- Help avoid the publicity of probate when your estate passes to your heirs.
- Relieve you of as many, or as few, of the day-to-day tasks in managing your wealth as you choose.
- Consolidate and safeguard assets.
- Ensure that assets are professionally managed should you become unable to effectively manage your affairs.
Member FDIC.
Consult with an attorney experienced in Estate Planning to determine how you might benefit from a Trust.
Managed Investment Accounts | Top of Page |
We offer investment strategies tailored to match your needs. Strategies range from portfolios made up of the following: cash, equities, fixed income securities, mutual funds, and ETFs - or combinations of all. More sophisticated investments may be appropriate for certain customers. We work with individuals, non-profit organizations, religious organizations, foundations, professional associations, and any business with longer term assets to invest.
Features
- Professional portfolio investment management.
- Consultative process centered around strategic asset allocation.
- Quarterly investment review.
- Investments tailored to meet the client’s needs, whether the client is an individual or a business – for profit or non-profit .
- Manage tax deferred, taxable or tax-free investments with appropriate consideration given to each.
Benefits
- Professional investment management.
- Single point of contact for you through an Investment Consultant.
- Coordination with your existing advisor relationships – accountants, lawyers, tax advisors.
Not FDIC Insured. Not guaranteed by the Bank. May lose value.
Retirement and Estate Planning | Top of Page |
We offer our clients the ability to plan for all of their financial needs. We can evaluate your current investment strategy to make sure you are on the right road to financial independence. If you have taken a detour we can present alternatives to get you back in the right direction. We can also provide you with a road map to help you obtain long term financial independence.
Features
- Planning software for retirement, estate, tax, education, insurance planning.
- You will receive personal attention from an experienced and knowledgeable professional who will help you identify your financial needs and provide solutions that meet or exceed your expectations.
- Other services including custody and record keeping are available that allow you to consolidate your assets and realize additional cost savings.
Benefits
- Peace of mind that comes from knowing where you are and what you need to do to reach your financial goals.
- Professional estate and financial management.
- Cost savings and consolidation of assets in one location.
Member FDIC.
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