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Trust and Investments

Everyone owns assets or property of some type and value during their lifetime, but what happens to those assets if you are unable to care for your own financial affairs prior to or after your death?

Leaving a legacy while providing for a smooth transfer of assets from one generation to the next can be accomplished outside of probate through a variety of trusts. Boone Bank & Trust Co. as your Trustee is able to provide full-time trust administration that is knowledgeable, experienced, impartial and unbiased while carrying out trust terms, consistent in fulfillment of trustee duty from generation to generation, equipped with efficient tools, and overseen by internal & external audits.

Boone Bank & Trust Co. fulfills the role of “Custodian” for the following Self-Directed Individual Retirement Accounts:

Boone Bank & Trust Co. serves in the capacity of Custodian, Agent, or Limited Attorney-In-Fact for the following investment accounts:

Non-deposit investment products are not insured by FDIC, not a deposit or other obligation of, or guaranteed by Boone Bank & Trust Co., and may be subject to investment risk, including possible loss of the principal amount invested.

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