SBT provides specialized trust services to meet a wide range of estate planning requirements. The professional investment staff in SBT's Trust department can review with you the current status of your investment portfolio and your financial goals.

Your SBT advisor will assist you in sketching out a customized plan that will help you maximize return through proper structuring of your investments, identify ways to minimize tax burdens, and devise plans for the eventual distribution of your estate and business assets.

Click Here for Trust Department contact information.

Note: Investment products offered through our Wealth Management and Trust Services division (1) are not FDIC insured, (2) are not deposits or other obligations of the bank or guaranteed by the bank, and (3) involve investment risks, including possible loss of principal amount invested.

Click Here to read The Quarterly Statement
the newsletter from SBT's Wealth Management and Trust department.