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Succession Planning

Concentrating on agriculture. Concentrating on you.

At Heartland Trust Company, we understand that your family is unlike any other, which is why we tailor our services to meet your individual needs. 

Our concentration is agriculture.

All of our branches are located in rural Nebraska because we want to be near the farmers and agri-business people we serve. All of our trust o cers have backgrounds in farming. Whether you need expertise in farm management or a plan to pass the family farm on to the next genera- tion, we can help.

Our focus is on relationships.

We create a caring, compassionate environment in order to learn your family’s needs. In some families, the estate planning process can involve con ict. When parents speak with their children or other loved ones about their plans for the future, old grudges are revisited and other problems can result. With our background in mediation we can help your family work through po- tential pitfalls. We will attempt to strengthen family ties and keep your relationships intact for years to come.

We surround you with the very best. We work with a team of nationally renowned experts in estate plan- ning law, bloodline planning, trust administration, and life insurance. Whether you simply need to speak with an attorney or you need a team of advisors, we are committed to giving you access to the very best.

We will help you build and develop your family’s wealth today and for generations to come.

All of the information contained herein is for informational purposes only. The material is not intended to constitute legal, tax, investment, or financial advice and may not be used as such. Effort has been made to assure that material presented herein is accurate at time of preparation; however, this material is not intended to be a full and exhaustive explanation of the law in any area or all of the tax, investment, or financial options available. You should consult a lawyer or tax professional to insure that the same is accurate and appropriate for your unique situation. Pursuant to IRS Circular 230 you are informed that any tax information contained in this communication is not intended as tax advice and is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.