Trust and Investment Management Services provide a fundamental role in the preservation and enhancement of assets. By establishing a trust relationship, you may ensure that your assets are managed tomorrow the way you manage them today, for your personal benefit or the benefit of your heirs.
Charlotte State Bank & Trust's professionals will help you address important issues such as:
Who will inherit your assets?
How can you minimize estate taxes?
Who will care for you in the event you become incapacitated?
Initially, we will take the time to thoroughly understand the important details of your financial position. We will discuss your plans for the future and help you identify investment, tax and estate planning opportunities. With this critical information in mind, we will draw upon our experts to create a plan to address your financial objectives, now and in the future.
We are happy to meet with you to discuss your needs or to review your current documents or investment portfolio. For your complimentary review, please call Christine Hause at (941) 624-1917 or email her at firstname.lastname@example.org.
Charlotte State Bank & Trust's Personal Trust Services Include:
Allow us to help you with your personal Trust needs. Please call Christine Hause at (941) 624-1917 or toll free at 1-(888) 624-5454. Or if you prefer, email us at email@example.com. Please include your contact information and the time you prefer to be contacted.
Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any Federal government agency, and are subject to investment risks, including possible loss of principal.