She's ready to play house, not own one. Plan accordingly.
In some ways, life was simpler when you didn't have money. Now, managing your wealth is no easy task. That's why Indiana Bank & Trust Company's trust and asset managers will do all the work for you. Simply meet with us and explain your goals. We'll manage all your assets according to your wishes. You'll have peace of mind knowing Indiana Bank & Trust Company can serve your trust, estate and investment needs now and for years to come.
Trusts
Whether you're looking for the best possible way to provide a regular income for your spouse and children or a way to fund your favorite charity, Indiana Bank & Trust Company has a trust option that will meet your needs:
- A Living Trust includes directions for managing your property while you are living and for distributing your assets upon death.
- A Testamentary Trust is a long-range financial management tool, created under your will that lets you provide for your heirs and determine when assets are distributed to them.
- A Charitable Trust is written to benefit one or more legal charities of your choice, such as your church or your favorite charitable organization.
Estate Settlement
Helping families through difficult times is one of our most important responsibilities. When you choose Indiana Bank & Trust Company to be executor of your will, you can take comfort in knowing your wishes will be granted with the skill and compassion that comes from a century of service. We'll help minimize the burden your family will face in managing your financial affairs after death.
The Freedom Account
Enjoy the freedom from your own financial details. An Indiana Bank & Trust Company trust officer will take care of the necessary responsibilities--paying monthly bills, coordinating tax records and insurance issues, or managing financial assets and estate planning--whatever services you select. Isn't freedom great?
Investment Management Accounts
Put our full-time investment managers to work for you. Simply tell us how you would like us to manage your investments, and we'll get it done. You retain full title to your assets, and we'll give you regular status reports so you always know how hard your money is working.
Custody Accounts
Make your own investment decisions and we'll take care of the paperwork and the administrative hassles. We'll maintain your various existing investments, but combine them into one statement. That will make your life and your tax return preparation much easier. You make the important decisions, and our financial team handles everything else.
