
Wealth Management & Trust Services
- Portfolio Management
- Trust Services
- Estate Settlement
- Meet Our Team
Portfolio Management
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- Individually managed portfolios
- Confidential accounts
- Locally managed and serviced
When you ask GSB to manage your portfolio, you aren’t just investing money. You’re trusting us to help you plan for the future. We know that your portfolio is unique and requires personal attention. Our experienced investment officers will use expert research and analysis, combined with your valuable input, to manage your money productively.
We’ll construct and maintain your portfolio with the blend of investments that best suits your needs and objectives. We’ll take into account your lifestyle, age, retirement plans, tax status, and your investment risk comfort level. Of course, financial circumstances and goals can change, so we’re always ready to make adjustments as needed.
You can count on us to review your account regularly to make sure that the chosen investments remain appropriate to your goals. With constantly changing markets, this is a dynamic process, so our experts are always looking at changing business environments, fluctuating securities prices, unexpected changes for individual companies, and much more.
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Trust Services
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- Trust is administered according to the document and the donor’s intentions
- Highly trained staff with years of experience managing trusts
- Ensuring tax reporting is filed timely and accurately
There are few things as important as your financial safety and security. That’s why we have a team of experienced Trust professionals in-house. Impressed? We hope so; we’re the only local community bank who offers this kind of one-on-one, expert help, every step of the way.
Financial needs vary. Working by your side, we’ll develop financial strategies based on your personal situation. You’ll be as involved in your accounts as you want to be. We’ll welcome your calls and questions. You’ll even have a direct line to the department. You’ll receive regular updates and market news.
Last, but not least, you’ll get friendly, knowledgeable guidance from real professionals who know your name. We’re not just your bank, we’re family.
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Being in Charge of an Estate Can Be Unsettling for a Family Member.
The person you choose as your Personal Representative to be in charge of your estate (formerly called an executor or executrix) will be responsible for a daunting list of tasks. For a grieving family member, this could represent an unintended burden that requires a wide range of expertise and a potentially huge time commitment.
And if this wasn’t enough, they will often have to contend with pressure from—and disputes with—beneficiaries who are usually other family members. The resulting “tug of war” can lead to lengthy delays, sometimes lasting years, and often resulting in the irreconcilable split among surviving family members.There is a Better Way: Estate Settlement Services from the GSB Wealth Management and Trust Services. We are a team of dedicated professionals who will take away the burden and worries of Estate Settlement and make sure that your estate is managed efficiently and according to your wishes.
- Enter the will into probate, and handle other legal requirements.
- Gather all of the personal property and arrange for support of the family.
- Obtain appraisals of required property for tax purposes.
- Review real estate records to assure timely payment of taxes and collection of rents.
- Evaluate contracts and leases, give necessary notices and comply with all requirements.
- Investigate all claims against the estate, and handle them accordingly.
- Collect all life insurance, rents, and other amounts.
- Prepare and file estate and inheritance tax returns, both federal and state.
- Pay related estate and inheritance taxes.
- Prepare a final accounting of the estate.
- Distribute the estate as directed by the will.
Call our Wealth Management & Trust Services team for an appointment to discuss your estate planning needs at (413) 775-8335.
Meet Our Team
Stephen B. Hamlin, CTFA
Senior Vice President and Senior Trust Officer. Steve is a Certified Trust & Fiduciary Advisor with more than thirty-five years of experience in trust banking and investment management. Prior to joining Greenfield Savings Bank, Steve served as Senior Portfolio Manager for several large New England regional Banking and Investment Management companies. Steve is a graduate of the American Bankers Association National Trust School and oversees all aspects of the department; he is a Client Service Officer specializing in Investment Management for our clients’ portfolios.
Janice E. Ward, Esq., CFP®
Linda M. Dagilus
Prudence D. Blond, CTFA, CISP
Carmen L. Bassett
Vice President & Trust Officer. Carmen has more than twenty-five years of financial services experience at Greenfield Savings Bank. Carmen is a graduate of Greenfield Community College and attended the Stonier Graduate School of Banking at Wharton. Carmen is a Client Service Officer and works in Trust Administration.