Trust Services
Burke & Herbert Bank's Trust Department adheres to the highest standards of fiduciary duty. By exercising integrity, prudence and responsiveness we have earned the confidence of our customers by doing genuine good for them, their families and their causes. We offer you highly personalized service, and will meet with you one-on-one to review your goals and objectives.
Please click here to request additional information or to schedule an appointment. To reach us by phone, call 703-684-1655 and ask to speak to the Trust Department.
Here is a brief summary of our services:Trust Administration
- Investment management
- Distribution of funds & bill-paying
- Protection of beneficiaries
- Minimize tax liability
- Preserve family holdings
- Record-keeping services
Estate Administration
Trust Real Estate Services
- Maintenance & repairs
- Bill-paying
- Property Inspections
- Appraisals
Retirement Planning
- Manage IRA accounts
- Manage profit-sharing plans & money purchase plans
- Helpful Calculators To Assist You:
- Which is better for me, a Traditional IRA or a Roth IRA?
- How much will my Traditional IRA be worth at retirement?
- How much will my Roth IRA be worth at retirement?
- How long will my retirement savings last?
- What rate do I need to support my retirement?
- How much do I need to fund my retirement?
- How much can I spend each month in retirement?
Questions?
Please call the Trust Department at 703-684-1655.Investments
Not FDIC Insured · Not Bank Guaranteed · May Lose Value
Not FDIC Insured · Not Bank Guaranteed · May Lose Value
