The responsibilities you entrust to a bank fiduciary are important and significant and should always reflect the best interest of you, the client. This is the standard of German American's Wealth Advisory Team when you choose us to execute your trust plan. You'll appreciate the individualized, compassionate approach we use with each individual, family, and institution we serve.
Like a will, a trust is a written document that transfers property. A will is a statement of what you want to happen to your possessions after you die, a trust is a multipurpose tool that you can establish at any time to:
Benefits of creating trusts:
As the person creating the trust you:
All of this information will be contained in the trust document, which should be drawn up by your attorney as you don't want to run the risk of writing your own document. Partnering with other financial experts, such as attorneys and accountants, ensures that our Wealth Advisory Group clients receive the maximum benefit of their relationship with us. We welcome clients involving their family attorney, accountant, or other trusted advisor. Working together, we meet clients' goals - and ultimately that's what matters.