 Wealth Management Services
Asset Management, Trusts, and Estate Planning
Trust our professionals to help secure a brighter future for you and your family.
Asset Management at Mauch Chunk Trust Company
Today, financial foresight is critical to provide a secure and comfortable future for you and your family. At MCT we offer a variety of Asset Management programs – one of which is sure to fit your financial needs and requirements.
At MCT our investment involvement may be as simple as providing advice or as extensive as providing full management of your finances. Whatever the choice, you can be secure in knowing that your funds are being handled by a talented team of investment professionals.
Investment Management
We will work with you to identify your investment goals. MCT’s Investment Managers will develop a plan to meet your goals and implement that plan in a way that best fits your needs.
The safety, economy and convenience available, for a small fee, may surprise you. All that is required to establish an Investment Management Account is a simple letter of agreement.
A representative of our Trust Department will be happy to explain the process to you.
Agency Trusts / Custodial Trusts / Guardianship Trusts
MCT can act as guardian for minor children, or for adults who are mentally or physically unable to manage their money. With MCT as guardian, you won’t have to worry about bills being paid on time, income collected, taxes paid or other financial obligations being met.
MCT provides professional, secure, guardianship services for your assets, following the directions you establish in a personal agreement, or a court appointed relationship.
Personal Trusts and Living Trusts
Personal and Living Trusts are written instructions, in the form of a trust agreement. These are two-party contracts, which assure that your wishes will be carried out privately, securely and professionally.
These trusts are drawn up by your attorney and signed by you as the creator and MCT as the Trustee.
Whatever your needs may be, you can count on Mauch Chunk Trust Company to manage your assets and financial matters professionally, wisely and confidentially.
Charitable Trusts
When you create a Charitable Trust, through a personal agreement or through your will, you want to make sure that the trust is objectively and professionally handled.
Naming MCT as your trustee assures that all your wishes will be carried out in a secure, professional manner.
Estate Settlement / Testamentary Trust / Trust Administration
Your estate will be administered exactly as you want it to be when you name MCT the Executor or Trustee, within your will. Professional, knowledgeable Trust Officers will carry out your wishes objectively.
With MCT as your administrator, beneficiaries, creditors, legal advisors and others will have one easy to reach location to contact for all matters associated with your estate.
MCT will gather together all the property you own, find out what you owe, pay all debts, including taxes, pay all expenses from settling of your estate and distribute what remains to your family or others as you have directed.
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