At Canal Bank, we understand the importance of preserving and managing your assets for future generations.
Our experienced team will work with you to plan and explore the best vehicles to achieve your wealth transfer goals. We prioritize open communication, ensuring that your wishes, as expressed in fiduciary documents, are honored throughout the process. We strive to provide ongoing reporting and communication with beneficiaries and can assist them with various aspects of their financial situation as needed. Knowing that your wealth will be administered to your loved ones prudently, efficiently, impartially, and with the highest level of confidentiality can provide the peace of mind and confidence you deserve.
At Canal Bank, we understand the importance of preserving and managing your assets for future generations. In 1903, Chemung Canal Trust Company’s fiduciary division was founded, and now has over 120 years of expertise in providing comprehensive trust services to families. As a trusted leader in upstate New York, our dedicated team adheres to principles of discretion, integrity, and service while staying current with ever-changing fiduciary and tax laws.
Everyone’s life and situation is different, and our planning process allows us to understand your concerns and take them into account. Whether you are a young family with minor children, a family with children or other dependents with special needs, a business owner facing the critical issue of succession planning, or grandparents who would like to help your grandkids afford college, proper planning can help you achieve those objectives. You’ve spent a lifetime building these assets, and we’re here to help you preserve them by addressing the financial impact of long-term care and other expenses that will eat away at your estate.
Already have a plan in place? Our financial advisors can review it to ensure that your wills, trusts, and other solutions distribute your wealth to family, charities, and other beneficiaries as efficiently as possible.
Let us help ensure that your legacy endures for generations to come. Contact a Canal Bank Advisor today at 800-836-3711 to get started.
Not FDIC Insured, Not Bank Guaranteed, May Lose Value, Not Guaranteed by any Government Agency, Not a Bank Deposit
Personalized financial strategies to help prepare you for the future you deserve.
Make your money work for you with smart investment choices.
© 2024 Chemung Canal Trust Company. All rights reserved.
ABA Routing Transit #: 021301115
Toll-free: 800-836-3711
