NNB Trust & Investments

Not FDIC Insured | No Bank Guarantee | May Lose Value

Leave the legacy you desire.

Make a plan for what happens to your money.

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:

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. See below for types of trusts.
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.

Types of Trusts

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.
Spendthrift Trusts – 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).

Contact NNB Trust & Investments for your Trust services needs

Our NNB Trust & Investments team is happy to work with your attorney or accountant to develop the right type of trust for you.

Don’t let your hard-earned wealth get caught up in court or burden your dependents. To get started, email us at [email protected] or call 570-701-3592.

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