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trust services
PERSONAL
Lake Elmo Bank offers comprehensive personal trust services for you and your family. Our goal is to help you plan for the future through the use of investment management, protective trust services, problem-free estate planning and settlement. Let the Lake Elmo Bank Trust Department assist you with all of your personal financial needs.
ESTATE PLANNING AND ADMINISTRATION
| Revocable Trusts |
| Charitable Trusts |
| Irrevocable Trusts |
| Testamentary Trusts |
| Insurance Trusts |
RETIREMENT PLANNING
| Self-Directed IRAs |
| Roth IRAs |
| Rollover IRAs |
| Traditional IRAs |
INVESTMENTS
| Directed Agency Accounts |
| Asset Allocation Services |
| Custodial Accounts |
All our services are tailored specifically to meet your current and future needs. The Lake Elmo Bank Trust Department offers you reliable, professional service - second to none. For more information, contact a staff member in our trust deptartment.
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Products and services offered through the Trust Services Department of Lake Elmo Bank are not FDIC insured, not a deposit or other obligation of, or guaranteed by Lake Elmo Bank are subject to investment risk, including the possible loss of the principal invested.
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