Trust and Estates
Trust & Wealth Management
Skillful trust administration is an important business. With the proper planning, you can reduce your taxes, provide for your retirement, guide your investments, and provide assurance that your family will be taken care of after you're gone. Our Trust Officers are ready to explain the role of the trustee, executor or personal representative and, with the assistance of your attorney, aid in the establishment of the proper estate plan for you. It's important to have trust administration done by someone you trust. Southwest National Bank's Trust & Wealth Management team is ready to build that trust and demonstrate the expertise to help you achieve your trust and estate planning needs.
We offer the following services:
We invite you to contact us today to find out how we can help you achieve your financial goals.
Please Note: These products are not FDIC insured, are not deposits, obligations of or guaranteed by Southwest National Bank and involve investment risk including possible loss of principal amount invested.