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 fiduciary services help ensure your assets pass to those individuals and charities you care about most, subject o almost any conditions you think appropriate. Field & Main can also help ensure those conditions are met during your lifetime and thereafter.

Revocable Living Trusts

A Revocable Living Trust lets you put a plan in place for your assets in case you become disabled or incapacitated. Such trusts can also be written to carry out your wishes with regard to your assets in the event of your untimely death.

As your needs and circumstances change, you may find you want to change the terms or conditions in your revocable living trust. Field & Main Bank can work with you, your attorney, or accountant and any other advisor to make every effort to craft your trust to match your intent over the years as your needs and desires changes.

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
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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
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Grow your wealth responsibly.

Smoothly disperse assets to family, foundations, or your favorite charity.

  • Wealth transfer strategies
  • Custom trust solutions
  • Trust administration
  • Trustee services
  • Guardianship accounts
  • Estate settlement
  • Business succession
  • Real estate and agricultural services
  • Minerals, oil and gas management
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1031 Exchange

Reinvest the proceeds of a property sale into a new property purchase.

  • Our Trust Services team can help you navigate a 1031 Exchange by serving as an intermediary
  • You have the potential to defer all capital gain taxes under IRC Section 1031
  • We will work with your personal accountant and attorney

Disclosure: Field & Main does not give legal or tax advice. Field & Main only serves as an intermediary.

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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. Field & Main serves Central and Western Kentucky and Southern Indiana with office locations in Henderson, Cynthiana, Lexington, and Evansville.

 

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