At First Savings Bank of Perkasie, your personal trust account is customized to your specific personal and/or family needs. Trusts can be established several ways: Living Trusts are a form of personal trust that will provide current, professional asset management, payment of expenses and future distribution of your estate.
     A future arrangement through your will is called a Testamentary Trust that provides asset management and care-giving functions for surviving beneficiaries upon your passing.
     With all trusts, First Savings Bank offers the following:

• Safekeeping of all securities, investments or physical assets.

• Income guaranteed from the trust investments can be paid out or re-invested according to your needs.

• Customer discretion on all investments, or let us handle all analysis, supervision and management of assets.

• All security transactions, accounting and record-keeping functions.

• Quarterly statements of all income, principal and security transactions.

• Tax information letters and tax information for beneficiaries.

• Distribution of cash and assets upon trust termination.

• Daily re-investment of all cash balances in money-market accounts.

For additional information, contact Dean Souder in our Trust Department at 215-257-3418.