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Frequently Asked Questions
Answer
In law, a trust is a relationship where property is held by one party for the benefit of another party. A trust is created by the owner, also called a "settlor", "trustor" or "grantor" who transfers property to a trustee. The trustee holds that property for the trust's beneficiaries.
Answer
One main difference between a will and a trust is that a will goes into effect only after you die, while a trust takes effect as soon as you create it. A will is a document that directs who will receive your property at your death and it appoints a legal representative to carry out your wishes.
Answer
We provide a full range of services from individual IRAs to corporate 401(k)s. The first step is to have a conversation on what you are trying to accomplish.
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Wealth & Retirement Planning
Explore your retirement planning options with us, from 401(k)s to IRAs, tailored to meet your unique needs and goals. Our comprehensive approach ensures your long-term security by understanding your risk comfort, focusing on your goals, and helping you plan and protect your retirement.
Financial Planning
We provide top-tier financial solutions to address the growing complexities of professional fiduciary services and effective portfolio management, all tailored to your personal, family, and business goals. Your team at Extraco Wealth & Trust is dedicated to helping you discover the perfect combination of services and solutions.
Locations
Bank Branch
- Curbside Delivery
- Handicapped Access
- Home Loans Specialists
- Spanish Speaking
4189 Texas 6 Frontage Rd
College Station, TX 77845
United States
Lobby Hours
Currently closed
Hours Today:9:00 am - 4:00 pm
Drive-Thru Hours
Currently closed
Hours Today:8:30 am - 4:00 pm
Bank Branch
- Handicapped Access
2501 TX-36 Bus
Gatesville, TX 76528
United States
Lobby Hours
Currently closed
Hours Today:9:00 am - 4:00 pm
Drive-Thru Hours
Currently closed
Hours Today:8:00 am - 5:30 pm
Resources
Elevating Excellence: Welcoming Susie Stanley-Jones, CFP® as President of Extraco Wealth & Trust
Extraco Banks proudly welcomes Susie Stanley-Jones, CFP® as President of Extraco Wealth & Trust. With decades of leadership in wealth management and a track record of innovation, Susie is poised to guide our Wealth & Trust team into an exciting new era of growth, client service, and strategic vision.
What Is a Trust Fund?
Trust funds provide a financial safety net for your family in an unexpected tragedy. Creditors cannot access the money you place in a trust fund. However, the fund can pay for funeral expenses, medical bills, and other immediate needs. Trust funds can also ensure that your loved ones have the money they need to care for themselves financially, even after you're gone.
Spring Cleaning Your Finances
Just as you declutter your closets and tidy up your living space, now is the perfect time to give your financial situation a thorough once-over. At Extraco Banks, we understand the importance of keeping your financial house in order, which is why we've put together 10 simple, yet effective, tips and tricks to help you freshen up your finances.
