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Wealth Management & Investment Services

Wealth Management Investment Services

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Trust Services

Ensuring the continuation and transfer of one's wealth is important to every individual. Doing so requires professional and sound fiduciary services as well as estate planning. CitizensTrust will work with you and your adviser to develop a solid, personalized estate plan that protects the assets of an estate and ensures its proper distribution and most tax-efficient structure.


 

Discover methods to minimize estate taxes and how best to protect your family and beneficiaries.


 

There are many reasons to have a professional help you build, manage, and protect your wealth.

Learn about:
  • Tax Free Gifts
  • Irrevocable Life Insurance Trusts (ILIT)
  • Qualified Personal Residence Trust (QPRT)
  • Grantor Retained Annuity Trust (GRAT)
  • Grantor Retained Unitrust (GRUT)
  • Family Limited Partnership (FLP)
  • Charitable Remainder Trust (CRT)
  • Charitable Lead Trust (CLT)
Estate Taxes
Learn about:
  • What is a trustee
  • Advantages of using a trustee
  • How expensive are trustees
  • Using a co-trustee
  • Corporate trustee as agent for trustee
Corporate Trustees

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA, Member SIPC, Insurance products offered through LPL Financial or its licensed affiliates. Citizens Business Bank and CitizensTrust Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial registered representative associated with this may only discuss and/or transact securities business with residents of the following states: CA

Investment Products
Not FDIC Insured - No Bank Guarantee - May Lose Value

Please Note:
Any amounts invested pursuant to repurchase agreements are not deposits of the bank, are not insured by the Federal Deposit Insurance Corporation (FDIC), are not themselves guaranteed in any way by the United States or any of its agencies (even though the securities purchased by means of a repurchase agreement may be), are not a money market certificate but are subject to investment risks, including possible loss of principal invested.
Member FDIC Equal Housing Lender Verisign Secured

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