Legacy is about how you, and only you, want to be remembered. At Heartland Trust Company, this is how we think about trust services - an opportunity to honor your unique legacy, whatever that might be. We will work hard to understand you, your family and the life you've built so your vision for the future can be realized.
Many people worry about their final affairs. They wonder if they need a Will or Trust. Some worry about taxes and other costs. Others are concerned about inter-family conflict.
The tax and legal environment surrounding establishing or transferring a trust can be confusing, and navigating the complex relationships in any family can be a harrowing experience. Let us help you work through this process.
Not everyone has over decades of experience in the trust, financial and legal industry. We are here to answer your questions.
We included some of our most frequently asked questions, but don't hesitate to contact us for any questions we may not answer below
An estate plan concerns an individual’s estate, which is all of the property owned by an individual, or any property in which an individual has an interest. An estate plan concerns the management of an individual’s estate during life while disabled, and the distribution of the estate at death.
For more information about Trusts, see our Trust Services.
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.
Due to recently increased security requirements, we at Heartland Bank are no longer able to support version 10 or older of Internet Explorer. We are sorry for this inconvenience, and encourage you to upgrade to more secure options such as Internet Explorer 11, Google Chrome, or Mozilla Firefox.
