Trust Services
We understand that our trust clients have individual and specific needs. Count on our local team to manage and set up a trust that safeguards your assets.
Trust Services Bring You Peace of Mind
Whether you live in Pennsylvania or New Jersey, trust services allow you to manage your money, protect your assets and protect your beneficiaries.
Our local experts have a consultative approach and offer a range of services to help you manage and set up your trust. Our team will ensure:
- Proper management of funds
- Appropriate transferring and management of retirement funds
- Handling of financial affairs in the event of a disability
- Expert guidance in estate planning
- Proper estate settlement
- The financial well-being of your family members and charitable organizations
Planning for the Future
With a trust, you can make decisions about your long-term finances now. If you want to leave your assets to your family, for example, you can place those assets in a trust. This helps your loved ones avoid probate and can help protect your privacy. Additionally, a trust may help your beneficiaries enjoy some estate tax savings. It can also be used in your lifetime to protect you in the event of disability or other situations.
To learn more, speak with one of our local experts today.
Joseph Paese, CFP®
Director of Trust and Wealth Management
2407 Park Drive Harrisburg, PA 17110
(717) 985-7121
Karen Kenderdine
Director of Relationship Services
57 S Sillyman Street Cressona, PA 17929
(570) 544-4788
Rochelle Grey, CFP®, AEP®, CTFA
Relationship Manager
1310 Broadcasting Road Wyomissing, PA 19610
(610) 981-4237NOT A DEPOSIT | NOT FDIC INSURED | NOT BANK GUARANTEED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE