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 ServicesWorking 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.
Custodial ServicesIf 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 safe keep 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.
Get In Touch
Get in touch with Erich Hamm to speak about your trust and estate planning needs. Call 336-881-3614 or email firstname.lastname@example.org.