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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

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

like-kind forward exchange

Enable Horizon Bank to act as your Qualified Intermediary while conducting a real property exchange.

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Engage in a 1031 Like-Kind Forward Exchange
Receive Tax-Deferred Treatments on New Real Property
Hold Relinquished Property for up to 180 Days

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.