Trust and Investment Management Services
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. Together with your tax and legal advisors, our Trust Department professionals will be glad to help you explore the many options available to you.
Englewood 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. Please call Kerry Hunter (941) 473-3629 or by email at email@example.com.