Fort Madison Bank & Trust Co

Description

Why use Trust Services? Our experienced staff can develop a plan to provide for you and your beneficiaries. Our unique position also allows us to consult and invest for you on a fee-for service no-commission basis. When a Safety Net is needed? Having that little extra help can be beneficial. Our staff has the knowledge and expertise to serve as your financial power of attorney and alleviate your worries. What to do for estate planning? Our Trust Department has the experience to offer sound financial solutions to provide financial security for those close to you. Why Fort Madison Bank & Trust Company? -You have sold a business or you have received an inheritance. Perhaps you lack the time or the expertise to invest the fruits of your or loved one's labor. See us for a portfolio review and personalized investment Plan. -You worry about what if something happens to you. It may be concerns about advancing age, debilitating illness, or living alone Our Trust Officers can provide for the management of your finances, specific to your needs. -You are ready to retire and enjoy life. You have spent your life accumulating assets. Now, you want to create a steady stream of income to replace your earned wages and live comfortably. We can provide the prudent and professional investment management to help you meet that life long goal. -You have a change in marital status. It may be due to death or a divorce, but suddenly you are on you own and lack the experience to manage money. Financial and estate plans almost always have to be redone. We can be your trusted source of investment advice and expertise. You want to leave as much as you can to your children, favorite charity or both. The value of your home, life insurance, annuities, and assets have grown to the point that you worry about potential taxes and how much will actually pass on to the beneficiary(s). Address your concerns to us, and we will help you find the solutions. -Your family member will need assistance for the rest of his/her life. Our service can provide for responsible, long term financial supervision For his/her custodial care Consider the value in our ability to serve as your financial power of attorney by creating a standby trust. -Worry Free This plan becomes your safety net because it provided for the continuity of money management despite unexpected crises such as disability or incapacity during life. -Control You have the power to change or end the trust at any time during life. We provide record keeping services, taking over control of assets only when you call upon us or whenever you are unable to act for yourself, like disability or incapacity. -Peace of Mind Offer much for little cost The yearly fee is 0.25% of assets under management until trust is called upon to fully manage assets at which time the fee is based on regular schedule of fees.

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