Nikki Mann, CFP®
Vice President & Trust Officernmann@fsbcorp.com
Fraudsters will try just about anything to get your attention and convince you to share personal information. A recent, common scam involves the ability to spoof telephone numbers. If you receive an unexpected phone call or text message, never give out details such as your account number, card number, password or PIN. If you have any suspicion, hang up the phone or delete the text and call us directly. We take your privacy very seriously and are here to help!
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We understand how difficult it can be to find the time needed to begin planning, or to review your current plans. Our experienced team of Trust Officers can provide you with assistance and guidance by explaining your options and guiding you through the planning process. If your estate planning documents haven’t been reviewed recently, allow us to review them with you. We will collaborate with your attorney and accountant as needed to ensure your current goals can be met and discuss any changes to estate or tax laws that may impact your current plan.
As your trustee or executor, we step into your shoes to ensure your legacy lives on in the manner that you desire. From children to charities, we will make sure the goals you’ve set are achieved. We have built a reputation for trustworthy and effective estate and trust management. We will put your family and friends at ease and help shelter them from the complexity of trust and estate management.
As your trustee, our team of experienced Trust Officers and Investment Analysts will:
As your executor, our team will work with objectivity and sensitivity to ensure that your estate is settled according to your wishes, all while conforming to the highest legal standards required of a corporate fiduciary. When we act as your Executor, we will provide:
NO BANK GUARANTEE | NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE