Old North State Trust, LLC

HERITAGE | RELATIONSHIPS | SOLUTIONS

ONST helping build houses for Habitat for Humanity

Alyce Phillips with Sammy C. Hawk in Wilmington, NC for the Alzheimers Annual Walk for Cure

Susan, Elisabeth, and Regina
Out of the Garden Community Project

ONST-Lexington is teaming up with the local United Way to find local organizations who need volunteers that ONST could team-up with for various projects. In April, we worked with Leslie Richards, Girl Scout Outside Recruitment Community Manager for the Piedmont, to get the word out to Kindergarten aged girls about a new program called Girl Sprouts. We put bags together to pass out at their events. We chose this project because of the core mission the Girl Scouts believe in and teach to our young girls. Girl Scouts prepares girls to empower themselves and promotes compassion, courage, confidence, character, leadership, entrepreneurship, and active citizenship through activities involving camping, community service, learning first aid, and earning badges by acquiring practical skills. Girl Scouts' achievements are recognized with various special awards, including the Girl Scout Gold, Silver, and Bronze Awards. We were happy to help them in the effort to shape the lives of these young girls. Thank you, Tammy, Sheila, and Tanya!

Tammy, Iesha,and Mark
ONST serves the community again! Our Greensboro and Lexington offices joined forces to help children in need to have food, clothing, and comfort through the Backpack Beginnings organization. Who benefits from our community service? Backpack Beginnings helps over 6,000 children experiencing hunger and trauma in our community. During the summer, they provide food backpack services at multiple locations across Guilford County to keep hungry tummies filled and worry free while school meals are not provided. When we give our time to others we benefit as well, and this will be a great team-building opportunity for our Greensboro and Lexington offices.

Tyler
ONST serves the community again! Our Greensboro and Lexington offices joined forces to help children in need to have food, clothing, and comfort through the Backpack Beginnings organization. Who benefits from our community service? Backpack Beginnings helps over 6,000 children experiencing hunger and trauma in our community. During the summer, they provide food backpack services at multiple locations across Guilford County to keep hungry tummies filled and worry free while school meals are not provided. When we give our time to others we benefit as well, and this will be a great team-building opportunity for our Greensboro and Lexington offices.

Michael and Mark
ONST serves the community again! Our Greensboro and Lexington offices joined forces to help children in need to have food, clothing, and comfort through the Backpack Beginnings organization. Who benefits from our community service? Backpack Beginnings helps over 6,000 children experiencing hunger and trauma in our community. During the summer, they provide food backpack services at multiple locations across Guilford County to keep hungry tummies filled and worry free while school meals are not provided. When we give our time to others we benefit as well, and this will be a great team-building opportunity for our Greensboro and Lexington offices.

Volunteer painting with Welcome Home Angel in Wilmington.

Trust Services

We pride ourselves on our ability to offer independent corporate Trustee services. With over two hundred and fifty years of experience in trust and estate administration.

PANDEMIC RESPONSE FROM ONST

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“Your family certainly achieved that goal of creating a client-centered culture at ONST. I taught school 44 years, and worked two jobs for 20 of those years. Perhaps I am one of the people your family had in mind to help when they began Old North State Trust. I am very thankful for my relationship with ONST.”

-Bonnie

“Old North State Trust separates itself with service in every aspect of relationship management. There are many great local financial firms, however I don’t know anyone that offers a trust officer you can reach locally anytime the need for help arises. Old North State Trust has a state wide presence and a team that will travel when needed to meet face-to-face with clients as a routine practice even if a client does not live in the immediate local proximity to one of its many offices.”

-Attorney- Kevin

” My mother needed someone to manage her financial affairs and Old North State Trust was the perfect fit. They went over and above with sound advice and personal comfort for my mother. She never lost a moments rest worrying about her future.”

-Sallie

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Our Philosophy

Old North State Trust brings distinction in objectivity and expertise to fee-based services with an intense focus on quality customer service. Trustworthiness is the cornerstone around which we have built our company. This is the one characteristic of our business philosophy that has been emphasized from the beginning, and about which one hears most often. In addition, honesty, integrity, and fairness characterize our service and dedication in meeting the financial goals of our clients.

News and Publications

Old North State Trust publishes a monthly newsletter in conjunction with Broadridge Forefield as a service to clients and friends. The information contained in these publications is intended to provide general information about issues related to trust, investment, and estate related topics. Readers should be aware that the facts may vary depending upon individual circumstances. The information contained in these publications is intended solely for informational purposes, is proprietary to ONST and is not guaranteed to be accurate, complete or timely.

Don’t Panic: Rules Have Eased on Drawing Cash from Retirement Funds

By Alyce Phillips | Apr 29th 2020
Categories: Blog

We have heard it so often; it’s become a cliché. Whether it’s a hurricane on the horizon, a global pandemic, or a meltdown in the markets, the experts always...

Trustees Can Face Tricky Technical and Personal Challenges

By Alyce Phillips | Apr 29th 2020
Categories: Blog

Among the many demands of managing a trust, some new and daunting problems are posing fresh challenges to trustees. It’s always been true that trustees have to put their...

Breaking Up is Hard to Do; Attention to Estate Planning Makes it Easier

By Alyce Phillips | Apr 29th 2020
Categories: Blog

Careful estate planning is inextricably linked to family relationships, and marriage comes first among those. That’s why it’s essential to be thinking about your estate plan if you’re involved...

Tax Filing and RMD Updates

By Alyce Phillips | Apr 10th 2020
Categories: Blog

Federal Tax Filing and IRA Contribution Deadline Extended On March 20, Treasury Secretary Steven Mnuchin announced the tax-filing deadline for 2019 federal income tax returns has beenextended from April...