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Trust Services
You've worked hard for your money. And it's the job of our Trust Department professionals to make that money work hard for you by securing your family's financial future. Trust services have become an important part of financial planning for everyone, regardless of age or level of income. The protection and management of assets can ensure the security and comfort for your retirement years and the well being of your family.
First Security Trust Services
Estate Management
Serve as personal representative of descendant's estate. Duties include collecting assets of the estate, paying expenses and distributing the assets to the heirs.
Living & Personal Trusts
Serve as trustee by holding and managing assets held by the trust and carrying out the grantor's written instructions contained in the trust document.
Employee Retirement Services
Develop retirement plans for large or small businesses with single or multiple locations and a few or few thousand employees.
Court-Appointed Guardianships
Manage the financial affairs of minors and individuals ruled incapacitated by the court.
Corporate Bond Issues
Serve as trustee and paying agent on municipal and school bond issues.
Agencies
Serve as agent for individuals by paying everyday living expenses and managing daily affairs.
Escrow Services
Serve as qualified intermediary on like-kind tax-free exchanges and as escrow agent for hold-papers-only transactions.
Self-Directed IRAs
Serve as custodian of self-directed Individual Retirement Accounts. The owner of the account directs the investment, which includes both traditional and nontraditional bank products.
Investment products provided by Crews & Associates, inc.
• NOT A DEPOSIT
• NOT FDIC INSURED
• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
• NOT GUARANTEED BY THE BANK
• MAY GO DOWN IN VALUE
