The formal Trust is a highly flexible financial
tool. It allows the grantor complete control of how assets
are to be used and distributed. The expertise of Coconut Grove
Bank Trust Department's professional investment and management
team is provided both during one’s lifetime and for
heirs in the future. Upon the grantor's death, the trust may
continue for the benefit of the family, thereby eliminating
costs and delays of probate.
| Independent professional
consultation and management |
Asset protection and management.
Minimize taxes.
Avoid probate.
Reduce taxable estate.
Provide for beneficiaries post mortem. |
Getting Started:
For additional details and restrictions or to open an account,
please visit your local Coconut Grove Bank Branch Office.
Click here for hours and branch
locations.
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