Wealth Services FAQs
Trust FAQs
Why should I set up a trust?
A trust should be set up because it can put conditions on how and when your assets are distributed. It can also reduce estate and gift taxes, as well as the cost of court for probate.
What's the value of using trust services?
The value of using our trust services is that a non partial professional will monitor your account and follow the terms of your trust per your trust document.
Investment Management FAQs
How much of my assets should I invest?
Experts recommend investing 10 to 15 percent of your annual income.
Who will handle my investments?
The team of experienced bankers at Core Bank will help to manage your investments.
Will Core Bank oversee my investment portfolio?
Yes, we will monitor and oversee your investment portfolio.
Contact Core Bank
Have other questions you don’t see answered here? Get in touch with a member of our team! We’re happy to help our customers find answers to the questions you have.
Latest From the Blog
Hard Hats and Smart Tools: How AI Is Showing Up on the Job Site
Construction can be one of the most complex businesses to run. Trying to keep track of people, materials, timelines, budgets, and safety all at the same time — across multiple job sites, and often with less support than the job actually requires. The paperwork doesn't...
Core Bank Wins Better Business Bureau Torch Award for Ethics
The BBB Torch Awards for Ethics recognize organizations that demonstrate strong ethical practices, community leadership, and a commitment to trust. The BBB recently honored Core Bank with a Torch Award for Ethics. As a result, the organization now advances to the...
