Trusts are an important part of estate planning. They can slice away at taxes, avoid the probate system, and give you more control over your estate. Because of the important role of trusts in protecting your assets and serving the interests of your beneficiaries, Community First Bank has partnered with Trust Point Inc. to provide trust solutions to our customers.
Headquartered in La Crosse, Wis., Trust Point Inc. is one of the oldest and largest independent trust companies in the nation. For more than four generations, Trust Point Inc. has provided individuals, families, businesses, and other organizations with a full range of financial-related services including personal trust, investment management, retirement plan, and philanthropic services. It currently serves clients in 38 states and several foreign countries.
As a Community First Bank customer, you can easily access the expertise of Trust Point Inc. to help you determine which type of trusts match your estate planning goals. There are many options — such as Revocable Living Trusts, Charitable Remainder Trusts, Special Needs Trusts, and Marital and Family Trusts — and a list of decisions to make regardless of which options you decide to explore. To begin the process, simply contact a Personal Banker at Community First Bank and ask about trust services. He or she will put you in touch with the appropriate individual.
Community First Bank is pleased to be able to bring you this additional category of financial-related services since they enhance our ability to serve your needs. Wherever your money-management journey takes you, you can enjoy the convenience of getting local assistance from Community First Bank along the way.