Current High Point Bank trust customers may review their trust account information by clicking here.
Of all the areas of expertise that are offered by our Trust and Investment Advisors group, the subjects of trust, estate and custodial services are perhaps the most complex for our customers. Let’s take a quick look at how our locally-based but truly competent advisors can help you plan for the future and care for your assets.
Estate planning: The financial legacy that you leave for your family depends on the planning that you do now. The experienced team at High Point Bank and Trust will work with you and your other advisors to develop an estate plan that addresses your family and financial needs—from discussing simple wills to establishing complex trusts.
Trust services: Working with our trust professionals, you are able to create a customized plan that addresses the unique needs of you and your family. Whether you want to provide a contingency plan for your own incapacity, make provisions for asset management for a surviving spouse, leave money for the benefit of a charity or reduce tax liability, a trust may be the most effective tool to reach your goals.
If you’re looking to sell a business, ask about a Charitable Remainder Trust that will provide income for your family, minimize tax payments, and benefit a charity of your choosing.
Custodial services: If you prefer to manage your own investments but want the record keeping support of an established financial institution, High Point Bank offers custodial services. We safekeep assets, collect income, process securities trading and generate consolidated tax information. With these record keeping functions being handled by High Point Bank, you are able to focus on making investment decisions.
To speak with a trusted expert on these topics and more, call a Trust & Investment Advisor today at 336-881-3600.