Trusts & Investments

Photo of a retired couple laughing and enjoying lifeManaging a trust may sound easy for an individual; however, it can be a complex job. Often times, responsibilities include full-time asset management, avoiding conflicts of distributions to specific beneficiaries, and paying monthly bills and/or preparing statements of the account. At Bath State Bank, we offer you — our customer — a comfortable, confidential Trust Service.

If you need these services, you can have peace of mind in knowing that your trusted “friend by the side of the road” can help you handle your needs. Also, we offer our support to help you achieve your goals in the area of estate planning. We understand your concerns about estate taxes, keeping the farm or business in the family, providing for your retirement or unexpected in-home health care, affording stable and adequate income for your spouse, children or grandchildren, along with other matters. It is important to have a plan in place — regardless of your age, marital status, financial status or health situation. Trusts are not just for the wealthy or the elderly.

A trust offers greater protection from creditors, and offers the ability to direct your assets when you are no longer able. Setting up a trust avoids the probate process, which can be costly. Because each individual's needs are unique, we are committed to learning as much as we can about each customer's situation.

For more information, please contact Michelle or Laura at 765-732-3022 or 800-463-7464.