Trust Services

banking 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.

 
If you are a current trust client of Mid Penn Bank, view your trust account online today.

Trust Services Bring You Peace of Mind

Whether you live in Harrisburg, Millersburg, Lancaster or any of the surrounding communities in Central Pennsylvania, 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
  • 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 situation.

To learn more, speak with one of our local experts today.

 joe paese Joseph Paese, CFP
Director of Trust and Wealth Management
4431 N. Front St
Harrisburg, PA 17110
717-985-7121
Karen Kenderdine Karen Kenderdine
Manager of Relationship Services
1501 Rt. 61 South
Pottsville, PA 17901
570-544-4788
Kimberly Arthur-Tressler
Manager of Trust and Fiduciary Services
4431 N. Front St
Harrisburg, PA 17110
717-920-8346

 

NOT A DEPOSIT | NOT FDIC INSURED | NOT BANK GUARANTEED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE