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Trust Services
CoreFirst administers a variety of trust types for clients. Trusts are a great source to combat probate and provide tax savings. Some trusts specialize in providing care and financial support to individuals that have special needs. Trusts can be a very important component of effective investment management.
Revocable Living Trusts
·         Avoid probate
·         Provides security in the event of sickness or disability
·         Experienced investment management
·         Are able to be amended to meet changing needs and wishes
·         Generally reduce estate settlement costs
Irrevocable and Testamentary Trusts
·         May provide tax savings with estate, gift and inheritance tax
·         Ensures qualified investment management and controlled distribution of wealth
·         May offer defense from creditors
·         Existence for a lifetime or a set period of time
·         Can aid with education, medical and other expenses
·         Receive professional management, objectivity and accountability
Irrevocable Life Insurance Trusts
·         Creates an instant estate or investment portfolio
·         Distributes assets from one generation to the next
·         Effective way to decrease tax costs
Charitable Trusts
·         Reduces current income taxes and estate taxes
·         Gives the ability to preserve income and eliminate assets from estate
·         Allows for charitable giving today, while maintaining existing estate benefits

 
Investment and insurance products:
 

Are Not FDIC Insured
Are Not Bank Guaranteed
May Lose Value
Are Not Deposits
Are Not Insured by Any Federal Government Agency
Are Not a Condition to Any Banking Service or Activity


 

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