Elderly Trust Services
MMG’s foundation is Trust Services. We have over 90 years of experience with creating and executing trusts for individuals. As a division of Ephrata National Bank, our financial philosophy is that we are stewards of your money and our obligation is to use our time, talent and experience to help you meet your financial goals.
Could your family benefit from a trust?
- Concerned about whether your parents or relatives will have enough money to afford long-term care or general retirement expenses?
- Spending a lot of time trying to manage finances for an elderly parent or relative?
- Looking for a resource to help you provide quality care to your relatives and also give you more free time?
If so, a trust may give you peace of mind. By setting up a written financial plan (a trust), you’ll give the bank instructions on how to manage your family’s money. We use these instructions from you to manage your relative's finances. You’ll know that your relative is cared for and you won't be forced into the stressful day-to-day administration of their finances.
You’ll have a dedicated Trust Officer at MMG guiding you through the trust process. You’ll be able to contact this Trust Officer directly as you have questions about the process or the trust. Setting up a trust will require a lawyer or accountant. Your Trust Officer can provide you with a list of local professionals in your area if you are in need of such services.
Our team of professionals understands that, as a community-based organization, we’re held to a higher level of accountability. Our accountability to you isn’t just in the office – it’s at the grocery store, the post office. . .anywhere you may see us!
Ready to “Feel the Difference”?
Contact us and we'll have one of our experienced professionals set up a free consultation with you.
Investments are not FDIC insured, are not deposits or other obligations of the bank or guaranteed by the bank, involve risks, including possible loss of principal amount invested.
Fees for Ephrata National Bank's Money Management Group services are based on the degree of responsibility assumed by the department, the market value of the assets assigned to the account and the amount of income earned. In most cases, fees may be deductible for income or estate tax purposes.