What is estate planning?
Estate planning is described as creating a process in which your property, after your death, gets passed to who you want, when you want, in the manner you want, while suffering the least amount of delay and expense.
How can the Trust Department help me with estate planning?
Estate planning provides peace of mind for individuals and families that their financial affairs are in order. Our goal is to protect your assets, while ensuring that your wishes are carried out with minimal administrative, legal and tax expense. Working with the attorney of your choice, the Trust Department can put its expertise to work for you, in the handling of estates.
How can the Trust Department help me with estate administration?
The Trust & Financial Services Department can assist you by taking on the responsibilities that families face following the loss of a loved one. The probate process and the mechanisms that transfer property from one person to the next, are challenging, intricate, and require attention. The Trust Department has guided many families through this trying process. Let our professional experience serve you in restoring your piece of mind and protecting your family's assets.
1 Securities and Advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Fremont Bank and FB Financial Services, a Division of Fremont Bank are not registered broker/dealers and are not affiliated with LPL Financial.
Investment and Insurance Products offered through LPL Financial are:
|NOT A BANK DEPOSIT
||NOT GUARANTEED BY THE BANK
||MAY LOSE VALUE
||NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Fremont Bank and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. Consult your tax advisor for advice and information concerning your particular situation.