Planning your estate can be a difficult and confusing task. However, proper estate planning can provide significant tax savings as well as peace of mind knowing that your assets will be managed according to your wishes.

Green Belt Bank & Trust can be an important part of your estate planning team. The bank is fully qualified to assist you in a variety of ways. Some of our trust services include:

• Estates: The bank works with the attorney who drafted your will to prepare your estate inventory and promptly settle your estate, including the filing of all tax returns. As executor of your estate, the bank serves as an impartial administrator with your family members and other beneficiaries to carry out your wishes.
   
• Trusts: You may benefit from the tax advantages of a Living or Testamentary Trust. Your attorney will determine which type of trust is best for you. All trust assets are managed professionally by the bank, including accounting services and the filing of all tax returns. The bank also prepares annual reports to your trust beneficiaries and the court if required.
   
• Conservatorships: As conservator, the bank manages the assets of a person who is unable to handle their own financial affairs. Family members may rest assured that all assets are being professionally managed, all bills are paid on time, and all tax returns are promptly filed. The bank also prepares annual reports to the beneficiary and the court.

The most important step in a successful estate plan is to work with professionals who really care about you. The trust professionals at Green Belt Bank & Trust are ready to join your estate planning team.