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Trust
Services
A Trust
is a legal arrangement you create to allow the Trustee to
hold and manage property you place in the Trust. Monticello
Banking Company can serve as your Trustee to care for the
property for your benefit or for others (the Beneficiaries).
The professional experience of our Trust Department is available
at your convenience. We have the experience and skills to
help build, retain, manage and distribute your estate.
Here
are some reasons to consider creating a trust:
•
Financing your children's or grandchildren's education
• Supporting an elderly relative
• Making charitable bequests
• Saving on estate taxes
• Managing your assets if you are disabled
• Providing investment management for your family after
your death
Services
for the Present
•
The
Living Trust
• Revocable
Trust
• Irrevocable
Trust
• Life
Insurance Trusts
• Custodian
• Investment
Manager
• Guardian
Services
for the Future
•
Financial
Planning
• Pre-Retirement
Planning
• Retirement
Planning
• Executor
of Will
• Administrator
in the Absence of a Will
• Trustee
Under a Will
• Co-Executor
and Co-Trustee
Click
here to try our Retirement Planner Calculator
For
more information on our Trust Services contact our Trust
Department at:(606) 451-0388
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