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Alleviate the natural stress that comes with planning and executing your will.
Institute a Trustee
Establish the administration and management of your trust to ensure that your wishes, as expressed in the trust, are followed. A well-executed estate plan will include preparation and filing of tax returns, payment of bills and disbursement of income, and disposition of assets after death.
Insure your Assets
Building an estate is one thing. Protecting it so it can meet your needs and be passed onto your heirs is quite another. When the unexpected happens, our smart risk management and insurance strategies provide peace of mind.
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Investment vehicles made available through Horizon Private Wealth Management – A Division of Horizon Bank are not deposits or other obligations of, or guaranteed by Horizon Bank; Not insured by the FDIC; Subject to investment risks, including possible loss of principal.
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