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Wealth Planning

Preserve your assets and protect your family!

Citizens Bank & Trust is backed by more than 125 years of financial experience. Generations of families and businesses depend on those years of experience to guide their financial decisions. Citizens does not take that responsibility lightly. In fact, when you choose Citizens to assist in planning your wealth strategies, we’ll design a path that’s specifically tailored for your financial success.
  • Document Interpretation
  • Eldercare Financial Services
  • Estate Planning
  • Income and Principal Distribution
  • Trust & Estate Planning