Trust & Wealth Management Services
Our goal is to provide professional trust and wealth management services to our community.
Our Trust & Wealth Management staff strive to create and maintain financial security for you and your family. Trust & Wealth Management services are no longer the privilege of the wealthy few. Our tax-conscious financial and investment guidance can assist you in planning for retirement and in leaving your desired legacy.
Trust & Wealth Management at The State Bank of Geneva is available to assist families and business owners at some of the most difficult transitional times in life. Our Trust Officers have an average of over 20 years’ experience in both the legal administration and the investment management of estates and trusts. To meet your desired investment objective, an asset allocation model would be tailored to meet your financial needs and goals.
The State Bank of Geneva Trust & Wealth Management Department can provide you with professional assistance in the following areas:
Simply click one of the links below for more information or contact one of our Trust Officers to discuss how The State Bank of Geneva can be of service to you.
Trust & Wealth Management
Kathy Krochock, J.D.
First Vice President & Senior Trust Officer
*We are pleased to serve as a Co-Trustee or Co-Executor or Guardian if circumstances dictate. We also serve as an Agent for a named Trustee or Executor as this allows individuals named to serve the ability to draw upon the knowledge and experience of our staff.
Revocable Living Trusts (Grantor)
Trusts Under Will
Special Needs Trusts
Life Insurance Trusts
IRAs and 401K Rollovers
Investment Management Accounts
IRS Circular 230 Disclaimer: To ensure compliance with IRS Circular 230, any U.S. federal tax advice provided in this communication is not intended or written to be used, and it cannot be used by the recipient or any other taxpayer (i) for the purpose of avoiding tax penalties that may be imposed on the recipient or any other taxpayer, or (ii) in promoting, marketing or recommending to another party a partnership or other entity, investment plan, arrangement or other transaction addressed herein.
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If you have specific account questions or requests, please use our secure email system HERE.