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As your fiduciary, we are committed to upholding your wishes.

Living Trust

Created to help you protect and maintain control over your assets so that they may be safely transferred to your heirs. You will be able to serve as a trustee until you appoint another, allowing you to develop and manage your estate plan.

Trust Under Will

Establishes a trust account is provided for within your will and created upon death, safeguarding your assets and making sure the details are carried out. Horizon will be able to serve as a personal representative for your estate and independent trustee, helping you shape and execute the stipulations of the trust detailed in your will.

Standby Trust

Designed to allow you to maintain control over your estate, only ceding powers to trustees in the event of special trigger events stipulate the help of a Horizon Bank Advisor. 

Charitable Trust

Ensures that regular payments are made to a charity of your choice for a set number of years. 

Insurance Trust

Transforms your life insurance benefits into a trust to create tax advantages and special asset protection for your beneficiaries.

Special Needs Trust

Ideal trust solution to ensure that your chronically or severely disabled beneficiaries are provided for with maximum support.

Spendthrift Trust

Guarantee that your estate is managed effectively and your will is executed properly in the event that one of your beneficiaries has difficulty making appropriate financial decisions.

Why Choose Horizon for your Trust?

We partner with you In order to help build, protect, and transition your wealth, by looking at your financial situation holistically. We understand your plans and concerns are unique to you.  That’s why we take time to get to know you and & your family to learn about your financial aspirations. We ask authentic questions designed to get at the root of your goals and values, challenge your current path, and clarify your strategic choices. And we create solutions and opportunities based on alternative ways of thinking, serving as your guide at every stage of your journey.
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Trust Services FAQs

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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