Trust Services
Reach investment objectives, create financial security, and minimize estate taxes with Trust Services from UNION Savings BANK. Our trust professionals will work with you to tailor a plan that provides long-term financial confidence for you and your heirs.
What are some of the benefits of a trust?
- Preserve the wealth you have accumulated
- Provide a smooth transition of benefits for loved ones
- Possible avoidance of some fees in your estate
- Possible avoidance of undue publicity of your estate
What are the advantages of creating a trust?
With a trust, you can not only draw on our broad investment capabilities but also arrange for us to perform any number of special services, now or in the future, These services could range from making payments, managing an investment portfolio, and more. The services we offer are customizable, based on your unique needs. Additionally, trusts can be used for investment management and tax planning.
How big must a trust fund be?
We work with trusts of all sizes! We strive to be an inclusive organization, and we don't think in terms of fixed minimums. Instead, we ask "Is a trust the best way to meet this persons' financial management needs and goals?".
Additional Information
Not FDIC insured. NOT guaranteed by the financial institution or any Federal Government agency. May lose value, and fees may reduce earnings. Neither UNION Savings BANK nor its employees, practice estate, or tax law. Professional counsel is recommended for tax and estate planning. The information contained in this site is meant to be for educational and informational purposes only and should not be interpreted as a representation, recommendation, or endorsement of any investment estate plan.
