Personal Investments & Retirement

JVB Trust Services

Providing a Legacy

Whether your legacy is your children, extended family, or a charity, many decisions factor into providing for their future. Planning for your legacy may require a detailed plan, especially if you have a family farm, business or a complex tax and wealth situation. The team at the JVB Trust Department specializes in understanding your needs by participating in the estate planning process to ensure that your wishes are fulfilled. Whether you want to provide for a family member or create a gift for a beloved charity, our goal is to ensure a seamless transfer of wealth.

Identifying and managing your assets:

  • Investment advisory services
  • Corporate trust
  • Retirement asset management
  • Charitable and endowment services

Tools for planning for your legacy:

  • Wills
  • Power of Attorney
  • Living Trusts
  • Testamentary Trusts
  • Tax efficient gifting and planning
  • Charitable gift planning
  • Deciding who’s going to implement your plan.

Protecting your Family

Every family is unique. Some family members may need additional help when it comes to their financial well-being. It is very important to create a customized and unique plan to your family to provide for those family members should the time arise. However, even with the best plan, a poorly administered plan can lead to additional and unexpected stress and suffering. The team at the JVB Trust Department has the necessary expertise to help poor money managers, the disabled, recipients of government benefits, and families with special circumstances such as second marriages.

Common planning tools for unique families:

  • Asset management and agency accounts
  • Trust under Will to benefit spouse and children
  • Spend-thrift trusts
  • Power of Attorney
  • Special needs services
  • Guardianship and custodial accounts
Contact us directly at:

The Juniata Valley Bank Trust Department
PO Box 66
1762 Butcher Shop Road
Mifflintown, PA 17059
717-436-3218