Planning for the orderly handling, disposition, and administration of an estate when the owner dies. Includes drawing up a will, setting up trusts, minimizing estate taxes, perhaps by passing property to heirs before death or by setting up a bypass trust or a testamentary trust.
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Securities and insurance products are offered through INVEST Financial Corporation (INVEST), member, FINRA, SIPC and affiliated insurance agencies. JCB has entered into a third party arrangement allowing INVEST to offer securities to bank customers. JCB is not affiliated with INVEST or JCB Investor Services. Products are:
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