Simplify Your Life with Trust Services
You’ve worked hard to create a life of financial stability, now it’s time to let the wealth you’ve built work for you. With just a little bit of planning, your hard-earned assets can be managed and passed along smoothly to the people and causes you care deeply about. Our full-time trust services staff will work with you to create a plan that fits your current situation.
From the big picture to the tiny details, Cresco Bank & Trust services will work with your attorney or accountant to ensure that your specific needs are met. Whether you prefer to monitor your financial activity in-person, by mail, or online, our trust services options provide the flexibility and security you want.
You can lean on us. Our trust services include:
- Acting as a trustee, successor trustee, or agent for all types of trusts
- Financial management – From simple bill pay to full asset management
- Investment management- For individuals or non-profits
- General estate planning to help minimize estate and gift taxes
- Estate and trust settlement
- Establishing charitable giving plans
- Farm Management
- Acting as a custodian/trustee for self-directed IRAs
Let Cresco Bank & Trust provide you and your family with the peace of mind you need.
Download our Trust Services brochure (PDF, 234 KB)