Estate & Financial Planning Advice

At Anawon we want to be sure that you have considered and implemented appropriate estate planning strategies for your unique situation. If a trust is appropriate for your situation, we can make that recommendation and explain the advantages of utilizing a trust. We will consult with your estate planning attorney and accountant to develop and implement a financial plan that makes sense for you and your family.

Our Trust powers allow us to assist you in the event of incapacity or death and ensure that your affairs will be properly managed by professionals. Working with our seasoned financial planning professionals, we will assist you and/or your designated representatives to ensure that your family will be properly cared for and that there is continuity in all aspects of your plan. We can serve as trustee or we can act as your agent while you and/or another serve as trustee.

We are happy to meet with you and/or your family to review your assets and existing estate plan. This approach allows you and your heirs to gain a familiarity and comfort level with Anawon and its staff. Our goal is to understand your plan and ensure that it is carried out just as you would have intended.

Anawon Trust is a division of Bristol County Savings Bank, however, some trust activities may not be insured by the FDIC or the DIF; are not deposits or other obligations of, or guaranteed by Bristol County Savings Bank; are not insured by any Federal Government Agency; and are subject to investment risk, including possible loss of the principal amount invested.