Trusts are flexible tools that can help ensure your hard-earned success is preserved, protected and transferred as you intend. We at Resource Bank Trust administer a broad array of trusts to meet your unique goals for today and tomorrow.
Investment Management and Administration
Among the services we offer are:
- Wealth transfer planning
- Custom trust solutions
- Trust administration
- Estate settlement services
- Guardianship services
- 1031 Exchanges
Count on Resource Bank Trust to provide proactive expert advice to help you navigate the complex and often emotional decisions that come with providing for both you and your loved ones' futures. We can act as sole trustee, co-trustee, or successor trustee - depending on your preference. The trustee accepts legal responsibility for carrying out the terms of the trust and performs many or all of the following responsibilities:
- Accounting and reporting
- Investment management
- Securities custody
- Tax-related responsibilities
For further information on Resource Bank Trust Services, please call Keith Akre (CFA, CFP), Mary Phelan (CTFA), Carrie Thompson (JD), Carolyn Walsh (CTFA), or Stacia Little (CFIRS) at (815) 748-1606.
