Trust Expertise and Leadership
We understand the importance of trust guidance and leadership. We take great pride in our years of expertise serving clients in this important area of wealth management.
A trust agreement is a document that spells out the rules that you want followed for property held in trust for you and your beneficiaries. We focus on reducing your estate tax liability, protecting estate property, reducing estate taxes, providing for minors or other family members, providing liquid assets to help pay estate taxes and ways to avoid probate. When you create a trust you become the Grantor or Donor. You then appoint us to manage your trust as your Trustee. You will also choose the Beneficiaries who will ultimately benefit from the trust.
Trust administration, professional investment management, bill paying, re-registration of assets, safekeeping of assets, periodic statements, voting of proxies, collection of income, distributions to Grantor or Beneficiaries, gifting program, insurance services, Crummey Notices, tax preparation, payment of estimated taxes, ACH / Wire Services, work with Medicaid and Social Services.
Get Started / Questions?
To learn more about Trust Services and other ways we can assist you, contact the Wealth Management Advisor in your area.
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Existing Account Support
Wealth Management products and services are provided through First Bank, and its affiliates and subsidiaries. Brokerage products are offered through First Brokerage America, LLC, Member FINRA/SIPC, registered investment adviser and insurance agency offering securities, investment advisory services and insurance products. Insurance products in CA are offered through First Banc Insurance Service, LLC (CA DOI #0C42494). First Brokerage America, LLC, First Banc Insurance Service, LLC and First Bank are affiliates through common ownership. Deposit products are offered by First Bank, Member FDIC. Investment and insurance products are NOT FDIC insured, are NOT guaranteed by First Bank, and MAY lose value.