Independent Banker

DECEMBER 31, 2021

To satisfy the banking needs of some commercial and high-net-worth clients, some community banks provide trust and tax strategy services. These banks report that specialized services are a way to deepen their already close customer relationships. For some banks, those services include specialty trust and tax strategy services.

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Taxes Community Bank Community Strategy 91

PYMNTS

MAY 18, 2017

Because robo-advisors’ decision-making is carried out by computer algorithms, they cost considerably less than a human-managed service. The assets managed by robo-investment services have risen significantly over the years to an estimated $50 billion. percent management fee and requires a $500 account minimum.

Survey 101

Survey Management Digital Banking Taxes 101

Independent Banker

AUGUST 27, 2015

Senior Vice President and Senior Trust Officer. Community National Bank & Trust of Texas. IB: Along with its banking operations, Community National Bank manages about $250 million in personal and institutional assets through its trust and investment management department. Photo by Aggie Brooks. Les Leskoven.

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Community Community Bank Texas US 70

Lex Sokolin

JANUARY 14, 2021

If you are a financial advisor or a trust company, you have missed out on $1 trillion in capital appreciation for your customers. They have not been distributed by fiduciaries to the mass market. The animal spirits are inequity, wealth redistribution, billionaire witch hunts, and revolution. Here it is. It is logic.

America 52

America Wyoming National Capital 52

Lex Sokolin

JANUARY 14, 2021

If you are a financial advisor or a trust company, you have missed out on $1 trillion in capital appreciation for your customers. They have not been distributed by fiduciaries to the mass market. The animal spirits are inequity, wealth redistribution, billionaire witch hunts, and revolution. Here it is. It is logic.

America 52

America Wyoming National Capital 52

MyBankTracker

SEPTEMBER 23, 2020

High wealth individuals could end up being subject to the estate tax when they die. They can help set up the policy in the correct trust to avoid estate taxes on the death benefit. Each offers different benefits, drawbacks and features. Some types of life insurance, such as term life insurance, are commonly issued. Active coverage.

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Policies Taxes How To Course 52

MyBankTracker

AUGUST 19, 2020

If you die before you build enough wealth for them to survive on their own, life insurance will help. Hopefully, you’ve prepared for the worst. Long-term financial planning often includes purchasing life insurance. The idea is to protect your family’s financial well-being. Sometimes it gets buried on a lengthy to-do list.

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Policies Company How To Management 52