Planning for the disposition of your Estate and for the proper transfer of assets is essential in ensuring that your financial legacy is used for the purpose you intended.
With your Estate Plan in place, our Bank will be ready to serve as the Independent Executor of your estate and Trustee of any trusts created under your will. We will ensure that your wishes are fulfilled. We have handled that important task for generations of Rio Grande Valley residents.
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In Guardianships of the estate of a minor or incapacitated person, the Bank provides professional asset management for the sole benefit of the ward. We ensure that the assets are invested in a productive manner, provide for the financial support of the ward's needs, prepare proper accounting, coordinate the income tax reporting, and submit the required guardianship financial reports to the court having jurisdiction. |
