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 Announces Partnership with Kobalt Labs
Core Bank is undergoing a risk and technology transition, prioritizing investments in AI native platforms. Through this, we will strengthen our operational backbone, improve experiences, and consistently deliver on the purpose of Building Better. We believe this is...
Wrapped With Joy: Core Bank’s Christmas Families Tradition
From Wish Lists to Wrapped Gifts The Christmas Families Gift Drive is one of Core Bank’s most cherished holiday traditions, bringing joy and comfort to those who need it most. Every holiday season, Core Bank embraces the spirit of giving by “adopting” individuals and...
