Wealth Management Articles

Our team has put together a collection of helpful and informative articles regarding wealth management.

If you're interested in learning more about wealth management, these articles may have just what you're looking for.

The Eternal Optimist

At the Berkshire Hathaway annual meeting Buffett was asked about the possible risks to the firm in the event that Donald Trump becomes President.

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Zuckerberg's Choice

Last year Facebook Chairman and CEO Mark Zuckerberg and his wife, Dr. Priscilla Chan, dedicated 99% of their Facebook shares to charity. 

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The New Fiduciary Rule

Ever since the meltdown of the financial services industry in 2008, there has been concern about the standards to which investment advisors should be held. 

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Another Celebrity May Have Died Without a Will

According to early reports, music superstar Prince died without a will.  Just days after his funeral, his sister Tyka Nelson petitioned the probate court to appoint a special administrator for the estate, stating that she believed that there was no will or other testamentary document.

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Q & A on IRA Rollovers

The IRA rollover is a critical tool for preserving retirement capital.  Here are some questions that we’ve heard regarding this area.

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Year-End Legislative Changes

Congress was very busy as 2015 came to a close.

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Federal Estate Tax Exemption

The federal estate tax exemption for 2016 has been increased to $5.45 million. How accurate is your estimate of your estate?

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IRS Retirement Plan Contribution Limits

To make it possible for voluntary retirement savings to keep up with inflation, the various numerical limits embedded within qualified retirement plans are indexed for inflation.

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Think Hard Before Tapping Your 401(k) Balance

One of the features that make 401(k) plans so attractive is that your money is not completely out of reach should an emergency need arise.

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New Limits on Lump Sums

In a move that caught some retirement planners by surprise, the IRS in July issued new rules restricting the availability of lump sum distributions from pension plans.

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Will Your Executor Have Access to Your Computer?

Estate planning for digital assets has been heating up in recent years.

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The Trouble With Powers of Attorney

Reportedly the incidence of Alzheimer’s disease among those 85 and older is about 47%. This population needs help with financial management. Perhaps the most common tool to permit a family member to assist with handling an elderly person’s assets is the power of attorney.

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Donor-advised Funds

A donor-advised fund provides a mechanism for you to dedicate significant resources to charity...

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Inheritance Protection Plan

Thoughtful planning may create a lasting legacy.

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Amateur Trustees

More and more affluent families are turning to trust-based solutions for their wealth management and inheritance problems. However, a trust is only as good as its trustee.

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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.