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Trust and Investment Management

Whether it’s for you and your family, your business, or your tax-exempt organization, establishing a trust can be a smart financial choice.

ENB Money Management includes experts at trust management. We have nearly a century of experience handling a variety trusts that meet a wide range of family, financial, tax, charitable, and asset management needs. When you partner with us, you’ll have a dedicated ENB Trust Officer guiding you through the process and making sure you meet your long-term goals.

Trust Services Include:

  • Investment Management and Agency Accounts – For individuals, corporations, and charitable organizations. Engage ENB’s Money Management Group to manage your investments and disburse income according to your wishes.
  • Revocable Trusts – A trust for property or assets. You retain the right to amend or discontinue the trust at any time.
  • Testamentary Trusts – A trust that is set up by your will and comes into being only after your death. Especially useful for controlling the distribution of your property and assets at the time of your death.
  • Charitable Trusts – A trust to donate your assets to your preferred charity during your life or after your death. Trust options include a charitable remainder trust, charitable gift annuity, and charitable lead trust.
  • Special Needs Trust – A trust to provide financial support for family members with physical or mental impairments. By setting up a special needs trust, you can avoid jeopardizing your loved one’s ability to receive certain benefits.

Additional Services Include:

  • Guardianship – Appoint a guardian to manage property for minors or incapacitated persons.
  • Custodianship – Establish an account for the safekeeping of your investments, financial record keeping, and tax reporting.
  • Power of Attorney – Empower ENB in the event of your illness or disability to make legal and financial decisions on your behalf, according to your wishes

Related Insights

Facing the Possibility of Incapacity
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Charitable Giving
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Trust Basics
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Contact us and we’ll answer your questions.

Investments are not FDIC insured, are not deposits or other obligations of the bank or guaranteed by the bank, involve risks, including possible loss of principal amount invested. Fees for ENB Money Management services are based on the degree of responsibility assumed by the department, the market value of the assets assigned to the account and the amount of income earned. In most cases, fees may be deductible for income or estate tax purposes.