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LSB Trust Services
What are YOUR goals? To preserve the wealth you've worked so hard to create for you and your family? To be free from the increasing amount of time you spend managing your financial affairs? To make sure that your wishes are carried out in the event of unforeseen circumstances? Or, maybe, they're more specific! Such as setting up a program that will send your children or grandchildren to college or making charitable donations according to the terms YOU define.

Whatever your goals are--you can count on LSB Financial's Trust professionals to work with you to set up a custom program that is appropriate for your situation!
Agency & Custody Accounts:
Even though your investments are diversified, your portfolio information doesn't need to be! The Agency Account offers you relief from the paperwork involved with portfolio management. We handle the record keeping for you; you receive one statement reflecting your account activity. Similarly, the Custody Account offers you the convenience of consolidated reporting while you maintain the management of your portfolio. Agency and Custody Accounts are used by savvy investors who want the benefit of comprehensive management for a variety of situations.
Estate Planning:
After becoming thoroughly familiar with your needs and goals, LSB Financial's Trust advisors will offer our expert interpretation for the proper management and administration of your estate. We will clearly and candidly explain the various options available to you such as wills, trusts, powers of attorney, life insurance, gifts, and more. We will also provide ongoing advisory services for your estate plan, acknowledging changes in your family or estate and tax law changes. A sound estate plan from LSB Financial will minimize future estate taxes and maximize wealth for yourself and future generations.
Estate Management:
LSB Financial's Trust advisors will act on your behalf as the executor or co-executor of your estate to provide professional estate administration. As executor, we will carry out your wishes and provide objective counsel in the best interest of all beneficiaries, relieving some of the burden to your family during an emotional time. We focus on the financial aspects of estate settlement while also providing guidance and support on related decisions that often arise during a settlement.
Trust Administration:
As your Trustee, the Trust advisors at LSB Financial are dedicated to protecting your assets and fulfilling your intentions in consideration of all parties involved. We provide specialized expertise for compliant administration of the trust document and are also sensitive to the needs of the individuals for whose benefit the trust was established. Working closely with you as your Trustee allows us to build close, personal relationships with you and your family, enabling us to better anticipate and serve your needs.