Inside Trust Services
Estate Planning & Administration | Custodial/Guardianship Services | Agency Services | Asset & Investment Management Services | Retirement Services

Estate Planning & Administration

A primary function of our trust professionals is assisting our clients in planning for the transfers of their estate.  Estate taxes are significantly higher than income taxes; with proper planning, these taxes can be minimized.  We work with our clients and their other professional advisors (attorneys, accountants, etc.) to ensure the maximum estate transfer to the beneficiaries of the client's choosing.  TeamBank's Trust Department can also act as executor of an estate; we ensure our client's wishes are carried out with minimum disruption to the remaining family members.