Every chapter of your life is important.
Your families financial future depends on you being prepared. Establishing a living trust provides organization and better control of your assets.
- Plan for changing needs
- Maximize what you leave to heirs or charity
- Minimize taxes
- Life transitions
- Asset management
- Administration if you are no longer able
- Assist your family with estate settlement
- Professional guidance
- Non-financial assets – closely held business, real estate, and oil, gas and mineral interests
MEET WITH CONSULTANT
What we can do for you:
- Administer and manage the trust’s assets in accordance with the trust documents
- Eliminate the administrative burden for you or whoever is given the trustee responsibility
- Ensure a stable, continuous trust relationship for your beneficiaries
- Give you superior service from an organization known for exceptional value and people-first focus
Extraco Banks is a Member FDIC. Securities offered through Extraco Banks are NOT Deposits, NOT Insured by the FDIC or any
Federal Government Agency, NOT GUARANTEED by EXTRACO BANKS or its Affiliates, and MAY GO DOWN in value.