You have worked hard to accumulate assets and build a financially confident future for yourself and your family. As you approach retirement, your focus shifts frominvesting wealth to preserving and protecting assets. Transitioning from career success to estate planning and investing can be complex, with a number of pitfalls to navigate along the way. We have helped many people with this process, and can assist you with:
- Wealth preservation. Preserving wealth for you and your family requires expertise in a number of areas. The advisors (or professionals) at American National Trust and Investment Services have a combination of experienced personnel and modern technology to provide our clients with many options.
- Fiduciary services. In addition to our capabilities, we provide our trust services to you in the role of a fiduciary. Fiduciaries exercise the utmost good faith and are obligated to refrain from self-interested actions when working with clients. A number of state and federal laws set the standard of conduct for fiduciaries providing investment management or advisor services.
- Estate Planning. The advisors (or professionals) at American National Trust & Investment Services can assist in both creating your estate plan as well as implementing it. We offer estate settlement services and can serve as executor of your estate. Choosing us to settle your estate assures it will be done professionally, impartially, and according to your wishes. Our services also include acting as trustee, and in a number of cases we have worked with several generations of family members.
You should discuss any legal matters with the appropriate professionals.
*Trust & Estate Management service are independent of Raymond James Financial Services.
Non-deposit investment products are not insured by bank insurance or the FDIC, are not insured by an federal government agency, are not deposits or other obligations of, or guaranteed by the Bank or any affiliate, and are subject to investment risk including the possible loss of principal amount invested.