Make sure you and your family are protected for whatever the future may bring. TrustBank's Trust Department can assist you with:
Together, with your attorney, we can help assure your plan for the future will be carried out.
Jon J. Racklin, JD, MBA
Jon is located at the TrustBank™ Financial & Investment Center at 414 E. York St., Olney, IL 62450.
Call Jon at (618) 429-9277 or (800) 766-3541. Email him at: Jon.Racklin@trustbank.net
Chelsea D. Rude, CFP®, EA
Chelsea is located at the TrustBank™ Financial & Investment Center at 414 E. York St., Olney, IL 62450.
Call Chelsea at (618) 429-9240 or (800) 766-3451. E-mail her at: Chelsea.Rude@trustbank.net
Estate settlement services
Settling even a simple estate can be complex and time-consuming. We work closely with your family advisors to ensure your estate is settled promptly, properly and in accordance with your wishes. We'll work to:
Ensure your wealth is managed the way you want - now and for future generations.
Expert advice, personal attention
Our advisors will work closely with you to identify your needs, develop a trust solution that's appropriate for you and integrate it into your overall wealth transfer plan.
Meeting your needs
Trusts can provide a wide range of benefits, including:
A testamentary trust is established by a will and becomes effective after the death of the testator. Depending on its terms, a testamentary trust may provide tax advantages and professional money management for the beneficiaries.
Types of testamentary trusts include:
A court may appoint a trust institution to act as a guardian for a minor or some other person not competent to manage his own affairs.
These are Individual Retirement Accounts established by a working person on behalf of himself and/or his spouse to provide supplemental income at retirement.
Sophisticated solutions to secure your legacy.
Successful planning requires a comprehensive plan based on the objectives that are most important to you. We work with you to craft a plan that incorporates: