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Financial Planning & Management

Providing a Steady Presence

At Heartland Trust Company we provide a steady presence during the difficult and emotional period of losing or divorcing a spouse. 

We understand both the emotional and financial turmoil caused by this life-changing event. Such an impactful change to the household doesn’t only affect you emotionally, but it can unleash a large number of financial tasks.

What we do

Through this process, our focus is on you. We provide a caring, supportive environment while we create a framework for your current and future needs. Whether you have experience with personal finances or are need assistance to create a financial plan, we are here.

With the loss of a spouse, there is also sometimes conflict. With certified and experienced staff in family mediation, our associates can help you work through the tension and difficult conversations happening through this time.

In the end, it is easy to become overwhelmed throughout this chapter of life. We are here to help you navigate your life changes, in aspects beyond the managing of assets and bills. Our experienced and dependable staff are here for you and will work for, and with you, so you can focus on what matters during this time.

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.