Serving Henry, Madison & Rush Counties



Establishing a Trust enables you to protect your family and beneficiaries upon passing away.  Our trust professionals are uniquely qualified to assist you in your estate planning needs.  Your estate planning team should consist of your attorney, accountant, insurance agency, and our trust officer.

Also try
Investments



About:

Whether your goal is to build for the future, preserve assets you have now, or insure that your life's work benefits your children and grandchildren, our trust and investment services can assist you in achieving that goal.  Our community has placed their confidence in Citizens State Bank for banking needs for over 130 years.  Perhaps now is the time to come and talk to our trust professionals about moving to the next level.   

Our Trust Products include: Living Trusts, Revocable Trust Accounts, Irrevocable Trusts, Agency Accounts, Guardianships, Escrow Accounts, Custodial Accounts, Retirement Accounts, Corporate Trusts, and Self-Directed IRA's.  We are experienced Estate Administrators and can help you plan your affairs to maximize the results for your loved ones. 

Contact one of our Trust Team Members to set up a meeting today.

 

Products:

Click on an trust product and see a description of the product in the Definition box below.

Living Trust

 Revocable Living Trust

 Irrevocable Trust

Agency accounts

Guardianship

Escrow Account

Custodial Accounts

Retirement Accounts

Self-Directed IRA

Definition Box

 

Our Trust Representative:


Bonita Ramirez, VP & Trust Officer – Bonita has been in banking since 1981 and is a graduate of the University of Hawaii with degrees in Finance and Accounting, Ball State University with an MBA, and Graduate Trust School at Northwestern University through the American Banker's Association.  Bonita holds the designation of Certified Trust and Financial Advisor from the Institute of Certified Bankers.  She is a past President of Central Indiana Corporate Fiduciaries Association and East Central Indiana Estate Planning Council and has published an article in Hoosier Banker's

 
           

Disclaimer: This site may contain links to third party websites.  These websites have no official relationship with Citizens State Bank.  We provide this information as a convenience to Citizens State Bank visitors.  Citizens State Bank does not endorse or guarantee the quality of services provided by these establishments.  By selecting these links, you will be leaving Citizens State Banks' web site space.  Citizens State Bank does not guarantee the accuracy or content of these pages.

Member FDIC

Equal Housing Lender

© Copyright 2005,  Town Financial Corporation