Keep your independence with our assistance
As we age, often times we find ourselves unable, or unwilling, to do some of the things we used to do. Our Wealth Management & Trust Department can carry some of that burden for you.
Many times this means seniors can stay in the comfort of their own home or in an independent living facility. We step in when an adult child or trusted friend is not available to provide the help you may need. We can help you maintain your lifestyle and bring both you and your family peace of mind.
Specific Services & Benefits
Trust CB&T's Wealth Management & Trust team to:
- Coordinate home health providers and long-term care claims
- Manage, protect, and keep record of assets
- Direct annual tax preparation and filing
- Maintain home, vehicle, and other property
- Identify key issues for effective estate planning
Ready to learn more?
Our Trust Officers would love to discuss your options with you! Give us a call today at 254-753-1521, or complete the form below and a Trust Officer will reach out to you!
Non-deposit investment products are not FDIC insured.