TRUST POINT

Tax preparation; developing and management of charitable giving programs of others; tax planning

Financial services, namely, financial planning, financial asset management, investment management, retirement planning; trust management services, namely, personal trust services, bill payment, benefit and annuity collection, estate settlement and probate administration; administration of employee retirement plans; philanthropic financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; philanthropic services, namely, advice concerning monetary donations