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
Core Bank Names Jason Hagan as Chief Deposit Officer
With more than 20 years in community banking and fintech, Jason has helped organizations grow by developing innovative banking solutions centered on customer needs. His experience spans payment systems, money movement, and relationship-focused banking, with a strong emphasis on strategic growth and operational excellence.
Steve Mitchell Promoted to Core Bank’s Chief Lending Officer
Steve Mitchell, formerly Core Bank’s Director of Community Banking, has been promoted to Chief Lending Officer. Mitchell is a seasoned banking executive with more than 25 years of experience in commercial banking, credit administration, and operations management.
