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
Investing In Our Future: 2025 Core Bank Cares Scholarships Awarded
Supporting education is important to Core Bank. For the 2024 – 2025 school year, our Core Bank Cares Scholarship program allowed Core Bank to award $14,000 in scholarships to local high school seniors.
The Value of the Dollar: Mortgage Spotlight
Many ask if they should buy a home now? Real estate ownership is a key tool for building wealth. Owning a home is one of the most powerful long-term investments you can make. Read more from Brandon Fowler, Core Bank Mortgage Loan Originator.
