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The Revocable Living Trust is a popular financial and estate planning vehicle. As the title denotes, the plan can be changed or cancelled by the trustmaker. It can provide security during your lifetime and act as a conduit to pass assets directly to beneficiaries after your death and thus avoid the expenses and delays associated with probate.

Irrevocable Trust Investment Management Options:

  • Equities and Fixed Portfolio
  • 100% Fixed Income Portfolio

Investment Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested