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TRUST

Trust Services

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)
Circle of Friends (PDF)		Bond Ladders (PDF)
Fiduciary (PDF)		Choosing Your Trustee (PDF)
Housing (PDF)		Exchange-Traded Funds - ETF's (PDF)
		Q&A - Living Trusts (PDF)
		Proving Value (PDF)
		Digital Estate Planning

Quarterley Newsletter

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

Estate Planning Report

May 2011/June 2011 (PDF)
March 2011/April 2011(PDF)
January 2011/February 2011 (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.

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