Ask a Trust Officer

Questions concerning wealth management or trusts.

Often, Heartland Bank customers have questions regarding wealth management or trusts. Our knowledgeable staff is here to answer those questions. Below are some questions other customers have asked.


The Trust Fund Loophole


Early IRA Distributions

Old Estate Plans

Low Interest Rates

Problem Heir

Establishing a Living Trust

Securities and insurance products are NOT deposits of Heartland Bank, are NOT FDIC insured, are NOT guaranteed by or obligations of the bank, and are subject to potential fluctuation in return and possible loss of principal.

*This e-mail link is for general inquiries only. It is not secure e-mail. For your protection, please do not include confidential or sensitive information such as social security numbers, account numbers, etc. when using this e-mail link. Please note: secure e-mail is provided on the menu bar within Online Banking.