Looking for financial expertise? You want more than off-the-shelf solutions. You want professionals who appreciate how hard you worked to earn your money – and how hard you expect it to work for you.
The Citizens First Asset Management and Trust Department provides trust and portfolio services that give you peace of mind by putting you in control of your finances once and for all – no matter what life has in store.
So what is a trust?
A trust is a written document used to establish your wishes and desires at specific times or events in your life. In most cases, it is drafted to provide instructions in the event of a disability or a death.
And since each family situation is unique, there are many different types of trusts. Selecting the appropriate trust is dependent upon your financial position and wishes.
Some examples of why trusts are established include:
-
Providing for a special needs child
-
Benefiting a charity
-
Sheltering your assets from estate taxes
-
Protecting your assets in the event your spouse remarries after your death
-
Providing for the support of your spouse for life, with the remaining assets to your children after your spouse’s death
How we can help you
A trust is based on individual circumstances, it is important to speak to a Trust Representative before making any decisions.
Our areas of expertise include: