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Trusts

A trust can be a great tool in your financial planning toolbox. There are several different types of trust, and our experts are ready to provide customized, professional services. They will help design the trust that works best for you and your financial goals.

Trusts can be part of moving your assets, avoiding probate, covering cost of care, or making sure that the resources you’ve worked so hard for go to the people and groups you want to have them. And you can do it with some peace of mind, because your trustee is legally obligated to carry out your wishes, even after your death.

Living Trust

Created with the services of an estate-planning attorney, a living trust remains flexible, so you can make changes, or even partially or fully revoke it during your lifetime. If you become incapacitated or when you die, the trustee you designate will continue to manage your assets as you’ve directed, without interruption.

Charitable Trust

Charities and causes that mean the most to you can still benefit while you reduce your estate taxes, and claim an income tax deduction. A charitable trust sends money to groups and organizations, and people you designate can inherit its giving power.

Heartland Bank’s Wealth Management Team is ready to help you reap the benefits of your hard work and wise investing by bringing our objective knowledge to ensure your trust is administered the way you want it to be. Give us a call at 855-244-1217 to get the process started, and secure your legacy as you’ve envisioned it.

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.

Heartland Bank and Trust Company Asset Management and Trust Services is not a broker/dealer. Equity and bond trading in customer accounts is transacted through independent broker/dealers.

Legal, Investment and Tax Notice: This information is not intended to be and should not be treated as legal advice or tax advice. Readers should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal or tax advice from their own counsel.

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