TRUST
     
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Trusts are popular tools for people of widely differing financial backgrounds. Not just for the wealthy, trusts also provide security for people with estates or growing families. Their popularity is a reflection of their inherent flexibility and versatility. Trusts can be set up to meet your particular needs and to achieve your future financial goals.

New Articles Library for your reference:

Ask A Trust Officer
  Trust Related Articles

Trust Taxes (PDF)

  Trust Arrangements for Assets (PDF)
  Bond Ladders (PDF)
  Choosing Your Trustee (PDF)
Housing (PDF)   Exchange-Traded Funds - ETF's (PDF)
    Q&A - Living Trusts (PDF)
    Proving Value (PDF)
    Digital Estate Planning

Quarterly Newsletter

The New Estate Planning (PDF)    
Planning for "blended families" (PDF)    
     
     

Estate Planning Report

July 2014/August 2014 (PDF)    
May 2014/June 2014 (PDF)    
     

Please click here (PDF) to find out how Security Federal's Trust Department can help you.

These are for informational purposes only. Please contact our Trust Department using the information below.

Online Access


 
  To find out more about how Security Federal Savings Bank's Trust Department can assist you, please call Suzanne Chilcott, Sr. V.P. of Trust Operations or Jon-Myckle Price, Trust Administrator, at (574)722-6261.
 
 
 
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