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Many personal
financial objectives extend well beyond those that our investment
services cover. A trust can provide the special tool necessary to
assist you in meeting your goals such as:
- Financing
your children’s education
- Supporting
an elderly relative
- Making charitable
bequests
- Reduce estate
taxes
- Managing
assets if you are unable to
- Providing
investment management for your family after your death.
Review the
types of trust for additional information
on the trust management services we can provide.
| Estate
Settlement Services |
Our estate and
tax-preparation experience allows us to settle your estate without
unnecessary delays and minimizes the tax liability and disruption
for your heirs.
We:
- Arrange for
probate
- Collect,
inventory, value and protect your assets
- Manage your
assets during the administration period
- Provide accurate
records
- Pay taxes,
expenses and debts
- File income
and estate tax returns
- Distribute
assets to beneficiaries
- Follow directions
in your legal documents
Since 1940 we
have delivered Professional, Local and Personal service to our Clients.
Please contact us at 877-394-0164 or (574) 268-4200.
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Insurance
and Investment products are:
- NOT
A DEPOSIT
- NOT
FDIC-INSURED
- NOT
INSURED BY ANY FEDERAL GOVERNMENT AGENCY
- NOT
GUARANTEED BY THE BANK
- MAY
GO DOWN IN VALUE
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