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Services are provided to revocable, irrevocable, perpetual care, charitable, and testamentary trusts. We can free you from many of the time-consuming activities associated with the handling of your securities.

As a part of our services, we provide the following:

  • Periodic statements detailing asset holdings and transaction summaries
  • Income collection
  • Purchases and sales of assets
  • Distributions
  • Investment reviews
  • Payment of bills and monthly expenses
  • Coordinating tax returns with accountants
  • Budgeting and management of assets

Not FDIC Insured | No Bank Guarantee | Not a deposit | Not insured by any Government Agency | May lose value

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