Asset Management and Trust Services Educational Resources

• Informational Calculators

These articles are for educational purposes only and are not intended as a substitute for professional advice.  Please consult a financial services professional in regard to your specific situation.

Ask A Trust Officer

• Is there a Bank Service That Helps Retirees Manage Money?

• How Will Inflation Impact My Investments?

• Do I Still Need a Trust?

Wealth Management Articles

• Planning for the Digital Estate

• Tax-Free Retirement Money

• How do I Choose the Right Trustee?

• Trusts for Special Needs

• Get Me an Agent!

• Living Trusts and Financial Privacy

• Making Your Retirement Money Last

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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.

Need Help?
 Call 888.897.2276

 Heartland Bank and Trust Co.
 401 N. Hershey Road
 P.O. Box 67
 Bloomington, IL 61702-0067