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Estate Planning
We offer the personalized advice Oriental customers need to grow, protect and transfer their assets.
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This process incorporates all products and steps that lead to:
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Reducing uncertainty regarding the administration of goods in the event you are gone or disabled.
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Maximizing your wealth by reducing taxes and expenses.
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Products and steps may include, but are not limited to:
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Testament
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Naming beneficiaries
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Power of attorney
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Living will
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Disclosures
The FDIC does not insure investment products; they are neither deposits nor obligations of Oriental Bank and Trust and are not guaranteed by Oriental. They are subject to investment risks, including the possibility of losing the capital invested. Past results are not a guarantee of future returns. Ask for detailed information on the plan and read it carefully before participating. Trust products are offered by Oriental Trust, a Department of Oriental Bank and Trust. ©2011 Oriental Financial Group Inc. All Rights Reserved. OCIF B-29.
