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Trust Services

Fulfill your life’s goals today and tomorrow.

Trust and Wealth Management Services provide a fundamental role in the preservation and enhancement of your assets. 

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By establishing a trust relationship, you can ensure today that your assets are managed well tomorrow, for your own benefit and the benefit of your heirs.

Crews Bank & Trust's professionals will help you answer important questions such as:

  • Who will inherit your assets?
  • Who will care for you in the event you become incapacitated?
Our trust and wealth management experts will help you meet your financial objectives by identifying investment and estate planning opportunities suitable to you. 

Let us help you with your personal Trust needs. Attend an educational seminar or schedule a complimentary review of your current documents and investment portfolio.

Trust and Investment Wealth Services

 

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Seminars

We offer free seminars designed to give you an experienced Trust Officer’s perspective on Estate Planning and Asset Management.

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Estate Services

Estate planning lets you make sure your loved ones are provided for in the best possible way.

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Trust Administration

Our knowledgeable staff will help you find the right trustee for your revocable or irrevocable trust or your IRA.

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Complementary Document Review

Whether you want to discuss your will, trust, Power of Attorney or other documents, our team is here to help.

Blog

On Our Minds

 chart ranges from 30 to 65, but green circles representing how many times your salary you should have saved. 30 = 1, over 65 = 10

Chart of the Day: Age vs. Salary Saved

March 14, 2024

Today’s Chart of the Day comes from Yahoo Finance with estimates by Fidelity. It shows a general rule of thumb for financial planning for how much...

Today's Chart of the Day shows a graph with a blue line representing the ebbs and flows of the total number of all the stocks in the US. The high point was in the 1990's with 7,500 stocks and the low point being now, with only 3,700.

Chart of the Day: All Stocks Index

March 12, 2024

Today’s Chart comes from an article in Barron’s with information from Wilshire Indexes. The “Wiltshire 5000” is an index similar to the S&P 500, with...

Chart showing the growing gap between life expectancy (blue line) and health-adjusted life expectancy, or Healthspan, (blue line) by year and age.

Chart of the Day: Lifespan vs. Healthspan

March 7, 2024

Today’s Chart of the Day is from A Teachable Moment by Tony Isola and one to keep in the back of your mind.