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Main Branch 314 Fourth Street Tel: 574-722-6261
Mall Road Branch 300 Mall Road Tel: 574-722-3826
Markland 519 E. Markland Avenue Tel: 765-457-1161
Boulevard 1600 E. Boulevard Tel: 765-471-3521
1260 S. Washington Tel: 765-564-3000
3920 McCarty Lane Tel: 765-250-3916
2827 US 52 Tel: 765-471-3510
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Please browse the topics below. Our Trust team can help you with your Guardianship, Agency Agreement, Trust, and Executor of Estate needs. If you're ready to get started, please contact our team today.
• Inheritance Protection Plans (PDF) • Trust Arrangements for Assets (PDF) • Bond Ladders (PDF) • Choosing Your Trustee (PDF) • Exchange-Traded Funds - ETF's (PDF) • Q&A - Living Trusts (PDF) • Proving Value (PDF) • Digital Estate Planning (PDF) • Think Hard Before Tapping your 401(k) Balance (PDF) • Permanent Tax Relief (PDF)
Newsletter • Estate Planning Report - Issue 3 for 2021 • Estate Planning Report - Issue 2 for 2021 • Estate Planning Report - Issue 1 for 2021 • Estate Planning Report - Issue 6 for 2020 • Estate Planning Report - Issue 5 for 2020 • Estate Planning Report - Issue 4 for 2020 • Estate Planning Report - Issue 3 for 2020 • Estate Planning Report - Issue 2 for 2020 • Estate Planning Report - January/February 2020
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