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’s fiduciary services help ensure your assets pass to those individuals and charities you care about most, subject to 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
Other Fiduciary Services
Smoothly disperse assets to family, foundations, or your favorite charity.
- Prosper Financial Planning Process
- Wealth transfer strategies
- Custom trust solutions
- Trust administration
- Trustee services
- Guardianship accounts
- Special Needs Trust
- Estate settlement
- Business succession
- Real estate and agricultural services
- Minerals, oil and gas management
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.
Get Started Today
We’ll help you choose the investment tools and strategies that make the most sense for your financial goals. Give us a call at 1-888-831-1500 and we would be happy to help you.
