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FDIC-Insured - Backed by the full faith and credit of the U.S. Government

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FDIC-Insured - Backed by the full faith and credit of the U.S. Government

Turn to The Retirement Experts©

We strive for excellence, which means having a team with the most experience and education.

Talk with a Retirement Expert in our retirement experts

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    eStatements

    Enroll, then ROLL with eStatements that go with you anywhere! A safe, simple, secure option for viewing and storing your loan and account statements.

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    • Trust & Estate Administration

    We are here to help relieve the stress and burden of managing a complex or even modest estate. We understand this isn't a role that should be assigned lightly, and as an objective party with extensive knowledge and experience, you can trust that we will handle your estate exactly how you wish.

    Meet Your Trust & Estate Experts

    Your Personal Representative

    Ready and empowered to administer the following financial affairs:

    • Locate, inventory, and safeguard all estate assets, and establish fair appraisal values for tax and accounting purposes
    • Provide continuing management for all investment assets, including income-producing real estate and business interests
    • Pay from your estate funeral expenses, legitimate claims of creditors, and administration expenses
    • Collect all debts owed to your estate and be prepared to defend your estate against invalid or improper claims
    • Assume responsibility for the filing of all estate, inheritance, income, or gift tax returns required by State or Federal authorities
    • Keep detailed records of all income, expenses, and estate transactions, and render an accounting to the court and to beneficiaries
    • Distribute your estate in accordance with the provisions of your Will and/or Trust agreement

    “We do not plan for ourselves, we plan for our families.”

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