Trust Services

Planning with your heirs in mind
  • Protect your assets.
  • Reduce your tax exposure.
  • Care for those with special needs. 

Revocable Trusts

Secure your family's future and pass on your wealth exactly as you wish.

Irrevocable Trusts

Control your asset distribution by limiting estate taxes and shielding assets from legal judgments.

Special Needs Trusts

This trust may be the best way to provide support that supplements government assistance.

Resources to help you achieve your financial goals.

* Wealth Management products and services are provided through First Bank, and its affiliates and subsidiaries.  Neither First Bank nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions . Investment and insurance products are offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC. First Bank Wealth Management is a trade name of First Bank. Infinex and First Bank are not affiliated. Infinex does insurance business in California as Infinex Insurance Agency, CA Agency License #0H30186. Products and investment advisory services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. Infinex does not offer tax advice. Consult your tax advisor for more details. https://brokercheck.finra.org/