Trust Services
Trust & Investments Trust Services |
NewBridge Bank Estate & Financial Planning Often we are so busy building a business, building wealth that we don’t think about keeping it. We fail to anticipate the rainy days that sometimes can happen in life—we are unaware of the necessity for the need to plan. Therefore, often the first step is to raise awareness to the need for estate planning. NewBridge Bank's Estate Planning service provides comprehensive planning to minimize taxes, facilitate asset management and plan for family’s security.
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NewBridge Bank Estate Administration Managing an estate can be a full time job for an expert. Would your family be prepared to be full time estate administrators? Let us be your expert. We can take care of all the details for your family. Naming NewBridge Bank as the executor in a Will provides peace of mind that comes from a professional handling laborious and confusing legal and financial tasks associated with trusts and estates.
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NewBridge Bank Trust Administration We provide a concierge level of service not typically found in other banks. We develop a profile and identify your investment goals for you and your family and match them with an appropriate investment strategy and product offer.
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Asset Management NewBridge Bank has the expertise to manage retirement plans for your business, taking the headache away from you. Consult with experts today to learn more of what NewBridge Bank can provide for you.
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Call a NewBridge Bank Trust Officer and start taking care of your personal and financial well-being today.
Maxine Kennedy |
Some products offered by Trust Services are (a) not insured by the FDIC or any other federal or state deposit guarantee fund, (b) are not deposits or otherwise obligations of NewBridge Bank, are not guaranteed by NewBridge Bank, and (c) are subject to investment loss of principal invested. Please consult with a NewBridge Bank Trust Officer for further details.
