Leaving a legacy to last for generations
There’s something very Texan about the desire to leave a solid legacy. As a bank that’s advised generations of Texans on the prudent management and distribution of their trusts and estates, we understand what it takes to ensure that legacy. Along with specialized services and strategies, we offer the peace of mind that comes from knowing your financial affairs are being properly and safely managed.
More About Trusts
Every family has specific needs and financial goals. These unique situations call for specialized solutions.
A trust can be beneficial in achieving goals such as:
- Financing a child or grandchild’s education
- Supporting an elderly relative or descendants
- Making charitable bequests
- Saving on estate taxes
- Managing your assets if you become disabled
- Providing investment management for your family after your death
For more than 70 years, we have provided generations of South Texas families with a full spectrum of wealth management services, delivered with the personal attention and integrity that is the hallmark of Jefferson Bank.