In the Hands of a Professional
For many people, the assets you accumulate during your lifetime generally become the foundation of your family’s financial security. We believe they are too important to be managed by anyone except a professional.
Why choose MB&T? We hire talented, experienced associates who are highly skilled in their areas of expertise. We work as a team to provide the best possible advice and solutions for a client’s objectives. We never forget that while “what you earn” is very important, “what you keep” is even more important, so we keep expenses low. Our associates are proud of both the relationships they build and the time and treasures they contribute to improving the communities where we live and work.
Jeff Pittman
Director of Wealth Management
Our Trust Services are the Right Choice
- Impartial Independent Trustee
- Regulated Corporate Trustee
- Multi-Faceted Expertise
Estate Planning
Estate Planning
Our team is well versed in all areas of estate planning including asset valuation and management, tax reporting, family wealth transfer, business succession and planned giving.
Family Wealth Transfer
Our experienced financial advisors will collaborate with you to structure a transfer strategy aligned with your values and goals.
Family Wealth
Transfer
Executor Services
Executor Services
As your executor, we take responsibility for locating, protecting and valuing your assets, paying debts, taxes and expenses related to your estate, overseeing compliance with tax issues and distributing property according to your wishes.
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
| Not FDIC Insured or Any Other Government Agency |
| Not Bank Guaranteed |
| Not a Bank Deposit or Obligations |
| May Lose Value |