Whether you are at home, or halfway around the world, the Trust Specialists at Merchants Bank are prepared to manage your affairs 365 days a year because we’ve got your back.
The Trust Department at Merchants Bank offers integrity, experience, and peace of mind to its clients and will come to meet with you at any of our locations.
We know how important it is to work together as a team with your other advisors to cover all the aspects of your financial life. We have a history of success that continues to motivate us with each new person and family we help realize their dreams.
Trusts are for people:
- Who are alone
- Looking for freedom
- Wanting to stay independent
- With special needs
There are different types of trusts, and your situation will best determine what is right for you:
- Revocable living trust
- Irrevocable living trust
- Trust under will
- Charitable trust
- Power of attorney, guardian or conservator
- Self-directed or Trustee directed IRA
We can offer you these services as well:
- Estate planning
- Estate administration. We can act as your personal representative
- We can act as Trustee for revocable or irrevocable trusts
- Healthcare coordination
- Tax preparation and filings
- Full-time, professional money management
- Selecting, re-balancing and monitoring of investments
Call us at (507) 457-1153 for more information, or click here.