Our Trust Department is a full service team that prides itself on customer service from its experienced staff. Trust assets are currently in excess of $290,000,000 held in accounts ranging from trusts and estates to retirement accounts. The Trust Department currently services over 5,500 Land Trusts, making us one of the largest providers of this service in Illinois and Indiana.
If you want to rid yourself of tiresome details but still determine investment changes without help or hindrance, preserving all your powers, there is no better way than a Custodial Account.
Whether you’re investing for your retirement, college tuition or everyday living, we offer you investment choices through our Wealth Management Department that can help you reach your goals.
Offering employees a company-sponsored retirement plan benefits both the employer and the employee. We can act as custodian for an employer-sponsored 401(k), Defined Benefit or Profit Sharing Plan.
In order to ensure that your wishes are carried out, it is important to have some sort of estate planning. The simplest form of estate planning is a Will. A Will allows a person to specify to whom they want their assets transferred upon their passing.
Guardianships and Conservatorships protect the financial interests of minors and incapacitated individuals. Our Trust Professionals will make sure the estate is handled with the individual’s best interests in mind.
Supplemental Needs Trust
A Supplemental Needs Trust is a trust that is established for the benefit of a disabled person to enjoy an improved quality of life without disqualifying him or her from receiving government disability or medical benefits.
People are living longer and it is more important than ever for everyone to take charge of saving for retirement. Whether through an employer-sponsored retirement plan or an IRA, everyone must save for retirement.
A Land Trust is an arrangement whereby a trustee holds the recorded title to the real estate, while the beneficial owner exercises all the rights of ownership without disclosing his or her interest in the property.
Owners of commercial real estate may be able to benefit from the utilization of a 1031 “Starker” Exchange Trust when seeking to sell property and acquire a different parcel.