Caps Lock is On.
Checking
Trust Administration
& Estate Settlement
Planning and Protecting Your Legacy
A trust is a legal structure set up in order to transfer assets advantageously to beneficiaries - often your spouse, children, grandchildren or a charity. To establish a trust, you provide instructions in a Trust Agreement prepared by an attorney. The assets you transfer to the trust are managed and distributed by First Financial Bank as a trustee in accordance with the Trust Agreement.
A trust may be the most important financial legacy you ever create. Your trust contains assets you have carefully safeguarded, along with your instructions on how these assets are to be protected and distributed to the people you care about. With First Financial Wealth Management, you can be confident that your wishes will be carried out just as you have planned.
In order to ensure a trust is the right way to protect your legacy, our team suggests you consider creating a trust if your situation meets the conditions described below. If you are unsure whether a trust is best for you, our team is happy to meet with you to further discuss the option of a trust.
- Your assets have increased substantially in value, potentially exposing your estate to high taxes
- You are concerned about controlling "who gets what and when" in the event of your death or incapacity
- You have children from a previous marriage
- You have special-needs children whom you want to support
- You have a financial interest in a business
- You own property in two or more states
- You want to simplify life by appointing a dependable agent to pay bills and keep tax records for yourself or a loved one
- You are concerned about your assets or your children's future inheritance being vulnerable to a creditor
A trust can be a very powerful tool when managing your legacy. If you have decided a trust is right for you, explore the benefits of a trust. First Financial Bank as trustee can help you accomplish these goals.
- Enforcing terms of a trust pursuant to grantor's intent
- Understanding and applying laws
- Duty of loyalty and impartiality to all beneficiaries
- Comfort knowing your plan will be carried out in a professional manner
After the hard work you have put in to plan your financial legacy, your wishes deserve to be honored. It is often difficult for a family member or friend to handle the personal and legal responsibilities of settling an estate, especially when they are still struggling with the loss of a loved one.
Let our team of trust professionals serve as an executor or personal representative of your estate. As an experienced corporate fiduciary, we comply with strict standards that ensure your wishes are carried out as expressed in your will.
Our experienced trust services team will take care of all the complex and cumbersome details surrounding your estate settlement. Explore below what services we will provide for you and your loved ones.
- Ensure your estate assets are protected and invested effectively
- Facilitate payment of estate expenses
- Meet with beneficiaries as needed
- Prepare and file tax returns
- Distribute assets to beneficiaries properly and efficiently
- Maintain documentation required to settle an estate
- Coordinate with attorneys, accountants, appraisers, real estate agents, insurance companies, etc. as needed
Not What You Earn
Over the years, you’ve done everything right.
Saved diligently, invested wisely and made prudent financial choices.
Now it’s time to protect the legacy you’ve created.
Contact a Trust Specialist today!
Andrew Samocki, JD
Trust Specialist255 East Fifth Street
Suite 800
Cincinnati, Ohio 45202
513-979-5868
Andrew.Samocki@bankatfirst.com
Holly Trobok, CTFA
Trust Specialist255 East Fifth Street
Suite 800
Cincinnati, Ohio 45202
513-246-2133
Holly.Trobok@bankatfirst.com
Shannon Rudnicki
Trust Specialist300 High Street
Hamilton, Ohio 45011
513-867-4878
Shannon.Rudnicki@bankatfirst.com
Cathy Kuhl
Trust Specialist300 High Street
Hamilton, Ohio 45011
513-867-4831
Cathy.Kuhl@bankatfirst.com
Wealth Management
Services
With more than 90 years in the wealth management business and more than $2.6 billion in current assets, we pride ourselves on providing advanced, comprehensive solutions with a personal touch.
learn morePersonal Financial
Planning
Need a plan designed to send your children to college; a plan for tax-efficient legacies; or a plan for your business? Let us will help you determine asset allocations and create portfolios to meet your objectives.
learn moreRetirement Plans
For Your Business
Our Retirement Plan Services team can help your business with a plan that best fits your needs. Explore our great options including assistance with retirement plan design, fiduciary services or portfolio management.
learn more