Trust Services

 

estate planning 

Alleviate the natural stresses that come with planning and executing your will with the aid and sensible advice of a Horizon Bank advisor.

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  • Develop Your Will and Execution Strategy
  • Investment Management Services for Estate Growth
  • Safeguard Assets From Debts, Taxes and Other Loss

trusts

Protect and maintain control over your assets so they may be safely transferred to your loved ones.

  • Living Trusts protect and maintain control over your assets so they may be safely transferred to your loved ones
  • Trust Under Will and Standby Trusts guarantee that your wishes will be carried out according to the needs of your beneficiaries
  • Charitable Trusts effectively safeguard your assets for personal causes that matter to you 
  • Insurance Trusts transform your life insurance benefits into a trust to create tax advantages and special asset protection for your beneficiaries  
  • Special Needs Trusts ensure that your chronically or severely disabled beneficiaries are provided for
  • Spendthrift Trusts guarantee that your estate is managed effectively and your will is executed properly
 

Investment vehicles made available through Horizon Trust & Investment Management 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.