Trust & Investment Management
Trust and Investment Management are keys to helping you build and preserve your wealth, and when appropriate, ultimately transition your wealth in the most efficient and effective manner to the people and organizations that matter most to you. We are well positioned to guide you through the estate planning process. We work with you on key strategies in concert with your other key advisors to help you minimize the impact of taxes on your estate and help protect your assets from unexpected health, personal and business risks.
Rockford Bank & Trust Wealth Management provides a full array of Trust administrative services including Living and Testamentary Trusts, Charitable Trusts, Guardianship Services, and Custodial Services. In addition, we are able to serve as Executor of an Estate.