Consider a living trust
Some market risk depending on investments. May not be FDIC insured, are not obligations of the bank, may lose value.
Set Up a Trust
For investment expertise
For peace of mind
For philanthropic purposes
COO / Trust Officer
Certified Trust & Financial Advisor (CTFA)
Trust Operations Specialist
Trust Staff Assistant
Establish Your Trust
Whatever the reason for establishing your trust, you will need to name a trustee.
As a start, you will want to choose a trustee who understands your goals and has the capability to follow your instructions to the letter.
When should you review your Estate?
Find your nearest Platte Valley Bank
Platte Valley Bank is pleased to offer a wide variety of accounts and services to meet the needs and lifestyles of all of our personal banking customers. Whether you need a checking account with no minimum balance requirement, a savings account with a competitive interest rate, or a personal loan to help you achieve your goals, we have a product to meet your needs.