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 Trust and Estate Services

  

Trusts serve many wealth management and estate planning goals, and often facilitate families’ financial security for multiple generations. Given that role, your choice of a trustee is critical.

Choose PlainsCapital Bank’s trust and estate services, and you and your family will benefit from: 
 
  • Sophisticated wealth transfer strategies designed to minimize federal estate taxes and probate costs
  • Sound investment management capabilities from a team of experts
  • The ability to uncover solutions to your estate planning goals, including strategies that support your favorite charities in a tax-beneficial manner
  • A relationship that can ensure the continuous management of your assets in the event of your death or incapacity
  • Our ability to serve as the executor of your estate, relieving your family of administrative tasks at a moment when they least need such a burden
  • The stability of a strong, well-established bank
Our experienced specialists work with your personal team of legal and financial advisors to establish trusts that give you lasting confidence and the peace of mind that you’ve created a sound plan for your family’s future.       
 

 

 

 

 

  

For more information, email wealthmanagement@plainscapital.com or contact a Wealth Management specialist in your area:

Austin​ 512.469.5204
Brownsville​ 956.554.7102
Dallas​ 214.252.4030
Fort Worth​ ​817.258.3727
​Harlingen ​956.392.8006
​Lubbock ​806.791.6836
​McAllen ​956.661.5465

 

 

 

Securities, Investment and Insurance Products and Services:
NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE