Trust & Estate Management
At Croghan Colonial Bank, we see being a Trustee as a privilege and a responsibility. Our goal is to make trust management seamless and effective, offering proactive support at every stage. We’re dedicated to helping you navigate the complexities of trust and estate management with integrity, ensuring your legacy is handled with the utmost care and attention.
Empowering Your Decisions
A Revocable trust can help you manage and protect your assets should you become ill, disabled or simply challenged by the symptoms of aging. Most trusts are written to permit you to amend them as you deem necessary. Many clients serve as their own Trustees, with Croghan as a successor. We step in as Trustees when you no longer wish to manage the trust yourself.
Your Trust, Well Managed
We serve as Trustees for clients using irrevocable trusts with charitable, insurance, or tax benefits. Croghan handles all aspects of asset management, bill payments, beneficiary communication, and tax preparation, all with competitive fees and no hidden costs.
Caring for Loved Ones
We specialize in self-settled special needs trusts and estate plans with special needs components. Croghan ensures assets are protected and accessible, while keeping beneficiaries and caregivers informed.
Protecting Your Legacy
In Ohio’s heartland, we work closely with farm and business owners to manage and transfer assets. Our impartial approach ensures smooth transitions, minimizing uncertainty and protecting your legacy.
Charitable Trusts
We offer discounted management services for charitable trusts, helping clients create strategies that reduce tax burdens and maximize philanthropic impact. Let us help you give back while achieving your charitable goals.
Your Trust, Well Managed
Trust Features & Benefits
Our trust services are designed to give you peace of mind by providing secure, flexible, and efficient management of your assets. Trusts offer a variety of benefits, tailored to your specific goals, whether you want to ensure financial security for your loved ones or protect your assets.
Bypass Probate
Customizable Terms
Private and Confidential
Designated Fund Use
Control Over Assets
Understanding Trust vs. Wills
A Trust can manage and distribute assets during your lifetime and after your death. While a will ensures your assets are distributed according to your wishes after your death.
Trust
- Takes effect while you’re alive
- Skips probate court
- Harder to change
- Doesn’t name guardianship
- Assets transfer immediately
- Private
- Can include expensive fees
- Asset Protection
Do you need a Trust?
- Maybe
Wills
- Takes effect at death
- Goes through probate court
- Easy to change
- Names guardianship of children
- Is public
- Transfer of assets can take time
- Affordable
Do you need a Will?
- Always yes!
Agent for Trustee
Guiding Every Step
Our team of experts can help a trustee with the tasks of managing a trust. Allowing you to maintain control while benefiting from our asset management expertise, bill-payment services, keeping proper account records, and communication with beneficiaries.
Important Legal Disclosures
*Investment products and services may lose value, are not a deposit, are not guaranteed by any financial institution, and are not FDIC insured or insured by any government agency.