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Wealth Management

Estate Planning & Settlement

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Estate Planning Services

CSB’s Trust Department offers experience and knowledge in helping you plan for the future. We formulate a guide to meet your needs and ensure your assets are distributed in a timely fashion according to your wishes. CSB will be a part of your estate planning as we manage your assets and work closely with your accountant, attorney, and loved ones.

Estate Settlement

In naming CSB as your executor, you can be assured that the estate will be handled with experience, skill, and good judgment. The executor you name in your will is responsible for safeguarding the assets of your estate, paying proper debts, contesting improper claims, collecting sums owed to the estate, and filing estate and income tax returns. Your executor must decide what to sell to pay taxes and estate expenses, and what to hold for distribution to your beneficiaries or to trusts you establish for their benefit.

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*CSB Wealth Management, Trust, and or brokerage products and services are; not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested.