A living trust creates a financial blueprint for your estate and offers stand-by protection in the event of illness or incapacity. While you are living, our team can assist you with your financial affairs and offer a wide array of services to ease the burden of managing your finances.
Living Trust services can include
- Investment Management Assistance- Peoples Bank Wealth Management Group can work with you to help select, allocate, and monitor investments to meet your goals and objectives.
- Bill Payment – Monitoring and paying your bills can be a challenge. Our team can help take that burden off your shoulders. Whether you want us to only pay a few bills (ex. insurance, real estate taxes, etc.) or would like it set-up where every bill is paid on your behalf, Peoples Bank Wealth Management Group is here to help.
- Tax Assistance – We can assist you in gathering your tax documents each year and work with your tax professional to ensure your taxes are completed. In addition, we can assist you with developing an investment and distribution strategy to maximize your tax efficiency and minimize your tax bill.
- Charitable and family gifting assistance – We can assist you in determining a plan to accomplish any charitable or family gifting goals you may have. By looking at your whole financial picture, we can help determine a tax efficient way to accomplish any charitable or family gifting intentions.
Why Choose Peoples Bank Wealth Management Group?
Our experienced professionals are ready to help you with all your trust and estate planning needs. We have the knowledge, tools, and solutions to help you develop a plan to accomplish your personal goals and objectives. To learn more or discuss how our team can help you, fill out the Quick Contact form to your right or give us a call at (712) 722-0100.
Investment products are not FDIC insured, not a bank deposit, not guaranteed by the bank or any U.S. Government Agency and principal may lose value. Peoples Bank nor its representatives offer tax or legal advice. Please contact your legal or tax advisor regarding your situation.