Field & Main Bank

Fiduciary Services

Pass along your assets to your loved ones appropriately. The old saying is true. You can’t take it with you. Field & Main Bank®'s trust services help your money grow steadily while it’s still yours, and ensures that it does precisely what you want it to at the right time.

Revocable Living Trusts

Put a plan in place for your assets in case you become disabled or incapacitated.

With this flexible trust option from Field & Main, you can make changes any time you want.

Because it’s a living trust, it takes effect immediately. And since it’s revocable, you’re free to change the terms of the trust as you see fit. We can work with you and an attorney to ensure that your revocable living trust is sound.

As your trustee, we can:

  • Protect and manage assets for you and your beneficiaries
  • Collect income
  • Make deposits directly into other accounts as you designate
  • Keep clear records of all transactions
  • Provide easy-to-understand statements
  • Compile information for tax returns
Learn More About Revocable Living Trusts

Special Needs Trust

Provide immediate assistance to a disabled loved one while providing for long-term security and financial stability.

When a disability diminishes one’s earning capacity, this often provides access to government benefits. While some financial gifts can disqualify someone from getting aid, a Special Needs Trust lets your loved one continue to receive public assistance.

Field & Main Bank® can help you:

  • Establish a funding source
  • Determine how and when money is given
  • Meet financial needs in the short and long term
  • Preserve government benefits when applicable
Leave money for family members, private foundations, charities, or other entities.
Gift & Legacy Planning

Leave money for family members, private foundations, charities, or other entities.

We can create a mix of trusts, wills and insurance products to ensure that your financial wishes are met.

Investments

Invest intelligently. Make sound monetary contributions for your future today.

Investments
Advisory Services

Let’s put your investments to work. Choosing to invest is simple. Building a strong portfolio of investments is not. Let us help!

Advisory Services