Safeguard your financial future

Wealth management and financial planning may seem complicated, but NNB Trust & Investments is dedicated to helping you identify the ideal solutions tailored to your specific needs.

While you may have a trusted friend or family member to rely on, hiring a corporate trustee, such as NNB Trust & Investments, offers numerous advantages. As experienced and impartial professionals, we can facilitate the seamless transition of your estate in alignment with your wishes - providing you with both peace of mind and confidence in your financial decisions.

Trust services that set you up for life

Deciding where you want your money and assets to go after you’re gone is never a fun or easy process - but it’s an exercise worth doing. Creating a trust with named beneficiaries and directives can ensure that your estate is left exactly to who you want, with legal and tax considerations addressed.

NNB Trust & Investments acts as a fiduciary and helps individuals and families manage their assets and plan for the future. We offer a full array of solutions including:

Investment Management Accounts
- Investment advice and portfolio management, where NNB Trust & Investments is the institutional investor.
Trustee Services
- Ensure that your assets will be used as efficiently as possible to meet your wishes and provide for those you love.
Estate Settlement
- Personal estate settlement – everything from probate to the final distribution.
Power of Attorney Services
- NNB Trust & Investments can act as an individual’s financial attorney-in-fact for asset management and control of financial situations.

A trust is a legal agreement between three parties - Grantor, Trustee and Beneficiary(ies). The Grantor transfers ownership of assets/property into the Trust and the Trustee manages the assets/property for the benefit of the Beneficiary(ies).

NNB Trust & Investments offers the following Trustee Services:

Revocable Trusts (also known as a Living Trust or Inter Vivos Trust) – a Trust where provisions can be altered or canceled depending on the wishes of the Grantor or the originator of the Trust, but only while the Grantor is living.
Irrevocable Trusts – a Trust where the Grantor cannot change the Trust after creation.
Testamentary Trusts – a Trust that is created within a Last Will and Testament that specifies how the decedent’s assets will be held in Trust for their beneficiary(ies) after their passing.
Revocable or Irrevocable Family Trusts – a Trust that families can use to create a financial legacy for years to come.
Asset Protection Trusts – An Irrevocable Trust that protects assets from being used to pay for long-term care expenses.
Irrevocable Life Insurance Trusts – a Trust created during the insured’s lifetime that owns and controls a term or permanent life insurance policy(ies).
Tax By-Pass Trusts – a Trust that transfers wealth across generations while minimizing estate taxes.
Special Needs Trusts – an Irrevocable Trust that is created to maintain the quality of life of a person with special needs while maintaining any public benefits for the special needs individual.
Spendthriftrusts – a Trust that helps ensure that beneficiaries are taken care of by protecting the assets within the Trust and also allowing the creator to specify how their assets/property are distributed.
Charitable Trusts – a Trust established to benefit charitable organization(s).

Our NNB Trust & Investments team is happy to work with your attorney or accountant to develop the right type of trust for you - all while protecting your privacy and taking care of the details.

Wherever you are in your financial journey, NNB Trust & Investments is here to help. To get started, email us or call us at 570-701-3592.