Trust Services

We will serve as trustee for the following types of trusts:

• Living
• Testamentary (by will)
• Charitable
• Life Insurance
• Special Needs

We will serve as a guardian or custodian for individuals or as an executor or agent of an estate.

To assist with financial management and retirement planning, we offer:

• Employee Benefit Plans
  (Self-Directed or Fully-Managed)
• Individual Retirement Accounts
  SEP (Simplified Employee Pension),
  Traditional, Roth, and Coverdell
  Education Savings Accounts
• Investment Management Accounts
• College Savings Accounts
• Custodial Accounts
• Escrow Accounts
• Health Savings Accounts