Financial Guidance

Financial Guidance

 

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Wealth management team discussing financial plans

Whatever your financial needs, we have a team of fully trained and certified experts ready to assist you with your plans for the future.

The Bank & Trust Company Trust Department administers more than $82,655,000 in total assets, with investment responsibility for more than $40,000,000.

Contact one of the members of our Trust & Wealth Management Department today to learn more.

 

 

 Our Trust Department oversees the Elizabeth Baker Foundation Trust, the Corwin-Memorial Trust, and the W. D. Kilton Trust funds.  These trusts regularly distribute funds to various organizations and projects that their committee members understand to be within the guidelines laid out for the management of each trust.  To be considered for a bequest from any of these funds, please fill out the application below for the trust from which you would like to petition funds, and print.  Each application includes a submission due date, as well as the number of copies to submit.  Applicants will be notified in writing of the committee's decision after the members meet, which is usually 1 to 2 weeks after the submission due date.

 These links are to fillable PDF forms:

Elizabeth Baker Foundation Trust Application

Corwin Memorial Trust Application

James A Duff & Owen M Duff Memorial Trust Application

W. D. Kilton Trust Application

 

If you cannot open the links above, use the links below for print-outs of the forms.

Elizabeth Baker Foundation Trust Application, printable

Corwin Memorial Trust Application, printable

James A Duff & Owen M Duff Memorial Trust Application, printable

W. D. Kilton Trust Application, printable

 

Money Matters is a monthly e-newsletter designed to help keep you informed on financial topics such as investments, wealth management, and retirement planning.  Click on a monthly issue below to read.

 

February 2017

March 2017