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Effective trust management is a complex enterprise ... requiring support from legal and financial disciplines. Let us take the
burden off your shoulders. Our experts will attend to all the details of your trust, and will work closely with your other legal, tax, or
accounting advisors to assure your wishes are carried out. We can assist with:
| • | Personal trusts – At
your direction, we can act as an investment manager, advisor or trustee. We take responsibility for the safekeeping of your assets, collect and disburse income,
process all capital changes, deliver periodic statements, and fulfill tax-reporting requirements. |
| • | Estate settlements – We can identify, value and take custody
of estate assets. While assets remain in our custody, we provide investment management services, plus preparation and filing of tax returns. We work in
conjunction with the estate's attorney to account for assets and make legal appearances. And, when it comes time to distribute assets, we'll take care of that, as well. |
Use this link to read more about trusts.
Services offered are not insured by the FDIC, are not deposits of, or other obligations of, or guaranteed by, NewAlliance Bank or any of its affiliates and are subject to investment risk, including the possible loss of the principal amount invested.
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