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Trusts
Helping you help others with personal, charitable and special needs trusts.
Giving a financial gift? Our trust advisors at Paducah Bank can help you fulfill your goals.
You've done well in life. Now do good things with your money.
A trust can be an indispensable tool for crafting a sound estate plan, planning your own future and making sure your money goes toward people and projects you believe in.
At Paducah Bank, our trust advisors work with everyone involved in your financial management–whether they're in Paducah, Louisville or outside Kentucky–to make sure your plans and wishes are outlined in perfect detail to your satisfaction, meeting your objectives and limiting tax implications.
- A Trust Under Will establishes beneficiary trusts upon your death so you control the amount and timing of distributions.
- A Living Trust helps you avoid probate and protects your privacy. Terms are detailed in an agreement that defines how you want your finances managed during your lifetime and following your death.
- A Wealth Protection Trust helps minimize the impact of estate taxes. Wealth Protection Trusts include Marital, Life Insurance and Qualified Domestic Trusts.
- A Special Needs Trust lets you save and invest money for someone who requires long-term or lifetime care. It ensures that your child or loved one has full access to any property intended to be held for his or her benefit.
- We can develop strategies that support the causes you care about.
- Our advisors can work with you to educate and involve your family in your philanthropic endeavors.
- We can reduce your tax burden while providing charities with significant benefits upon your death.
- Paducah Bank administers the trust, making sure proper distributions are made and assets transferred smoothly upon the trust’s resolution.
Indispensable wealth management services delivered with a personal touch
We provide a full spectrum of services in to meet all your wealth management needs. If you are ready to get started, we have experts in Paducah and Louisville, Kentucky. Give us a call or stop by and see us.
Paducah
Not FDIC Insured
No Bank Guarantee
May Lose Value
Not A Deposit
Not Insured By Any Federal Government Agency