Personal Trust
We frequently serve as trustee or agent for the trustee in Living Trusts. These accounts are established
by individuals who wish to transfer the responsibility for managing real or personal property to a bank
trust department. In addition to asset management, we provide other services such as payment of bills
and the preparation of tax returns. This type of account is especially popular among retirees who prefer
to devote themselves to pursuits other than money management.
Regardless of the individual Trust Services you may require, Palmetto Trust and Investment Group is committed to providing
you and your family with effective and sensitive assistance.