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Wealth Advisory Services

Trust and Estate Services

Salisbury Trust offers a variety of accounts that work to keep your assets safe and sound.

Living Trust

  • Offers current and future management for your family funds
  • You determine the scope of Salisbury Trust's responsibilities in the event of your incapacity.
  • With a revocable living trust you can alter or terminate the agreement at any time during your lifetime.

 Life Insurance Trust

  • Trusteeship for the insurance-centered estate.
  • As trustee, Salisbury Bank receives insurance proceeds and fulfills provisions you determine for your family's support. 

Standby Trust

  • You remain in complete control of your assets until a specified event occurs, at which time Salisbury Trust will be there to manage your assets for you and your beneficiaries. 

Charitable Trust

  • Allows you to designate assets to a charitable organization for a specified amount of time.
  • You may also choose a Charitable Remainder Trust which pays the income earned on the assets to taxable beneficiaries and then pays the principal of the assets to a charity when the trust ends. 

Estate Settlement

  • Choosing the right executor is the key phase of making a will.
  • Salisbury Trust provides expertise in all phases of estate administration. 

Trust in Your Will

  • Give your beneficiaries the support they need without the tax consequences.

 

Call 860-435-9801 to set up a complimentary, confidential meeting with a Salisbury Trust Officer and find out how we can enrich your life.

Securities and investment products offered through Salisbury Trust Wealth Advisory Services are not insured by the FDIC or any other government agency of the United States and are not deposits or obligations of, nor guaranteed or insured by, any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

Salisbury Trust Wealth Advisory Services is a Division of Salisbury Bank and Trust Company.