FDIC-Insured – Backed by the full faith and credit of the U.S. Government
At The State Bank we take pride in working together to help you find your better state. Trusts and Fiduciary services are provided by a specialized team devoted to your financial security, working alongside you to select an investment approach that fits your objectives and priorities, today and throughout every stage in your life.
If you are interested in creating a legacy, a Charitable Trust may be the estate planning solution you need. Tailored to individual client wishes, you can choose the details of the charities that will benefit as well as how they are to receive their distribution. The State Bank administers charitable trusts to meet our clients’ specific needs.
A Living Trust, or Revocable Trust, should be the cornerstone of any sound estate plan. It is the single best legal instrument for estate planning and will allow you to protect the wealth you have earned. This allows you to avoid probate and ensures that the assets are distributed as you wish.
The estate settlement process can be complicated, time-consuming, and may involve the disposition of numerous types of assets. While deemed a sign of honor or respect, being the Personal Representative of an estate is a role that few individuals are qualified to fulfill. That is why we suggest selecting The State Bank to operate as your Corporate Fiduciary to settle your estate.
The management of investments for our clients is one of the most important responsibilities we assume. Our goal is to customize a plan that aligns with your risk tolerance, time horizon, liquidity needs, and tax considerations. To help our clients reach their goals, we use stock and bond mutual funds, individual stocks and bonds, or a combination of both.
We believe in a deep commitment to help our customers find their better state. Through personal consultation, through portfolio review, and an ongoing relationship, let us help you see what’s possible.
Connect with our Team for your free consultation. Trust and Investment Management Accounts are not FDIC insured – may lose value – not financial institution guaranteed – not a deposit – not insured by any federal government agency.
Life is all about transitions. If we plan, we can make life more comfortable, more predictable…and hopefully, more prosperous. That’s where we can help.
*Based upon number of approved loans for the SBA fiscal years ending September 30, 2020, 2021, 2022 & 2023. Subject to credit approval.
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