Jefferson Bank TRUST SERVICES
Leave a lone star legacy
There’s something very Texan about the desire to leave a solid legacy. The Jefferson Bank family of companies has advised generations of South Texans on the prudent management and distribution of their trusts and estates for decades. We know what it takes to ensure your personal legacy, and we understand how crucial it is to do it in a way that’s right for you. Along with specialized services and strategies, we offer the peace of mind that comes from knowing your financial affairs are being managed properly and safely.
SOME OBJECTIVES OF A TRUST INCLUDE:
A financial trust reflects a family’s desire for clarity, continuity, and protection of its legacy. It is a way to ensure their vision – formed over decades of hard work, keen insights, and intuitive planning – is faithfully and respectfully executed. A trust offers protection, privacy, and continuity, but it can also create unique challenges. The professionals at Jefferson Bank Trust provide sound administration of your family trust and comprehensive estate settlement services. Working with the Jefferson Bank Trust team will assure your financial goals are achieved.
- Providing an option to traditional estate administration
- Planning for management of assets in the event of incapacity
- Managing unique legacy assets and businesses
- Carrying out charitable intentions
- Funding a child’s or grandchild’s education
- Supporting a family member
- Protecting and managing family assets for current and future generations
- Reducing estate taxes*
WE INVITE YOU TO LEARN MORE ABOUT THE JEFFERSON BANK TRUST SERVICES YOU HAVE ACCESS TO THROUGH 1900 WEALTH.
To arrange a personal visit,
please contact us at (210) 736-7700.
REAGAN K. WINSLOW
Jefferson Bank Trust
ERIK AHLENIUS JD
Senior Vice President