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.
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:
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:
We can create a mix of trusts, wills and insurance products to ensure that your financial wishes are met.
Let’s put your investments to work. Choosing to invest is simple. Building a strong portfolio of investments is not. Let us help!
Read MoreSecurities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Field & Main Bank deposits and are not FDIC insured. These products are not obligations of the Field & Main Bank and are not endorsed, recommended or guaranteed by Field & Main Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Field & Main Bank is not a registered broker/dealer and are not affiliated with LPL Financial.
The LPL Financial Registered Representatives associated with this site may only
discuss and/or transact securities business with residents of the following states: Kentucky, Indiana, Florida, Mississippi, Missouri, North Carolina and Virginia.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Contributions to a traditional IRA may be tax deductible in the contribution year, with current income tax due at withdrawal. Withdrawals prior to age 59 1⁄2 may result in a 10% IRS penalty tax in addition to current income tax. The Roth IRA offers tax deferral on any earnings in the account. Withdrawals from the account may be tax-free, as long as they are considered qualified. Limitations and restrictions may apply. Withdrawals prior to age 59 1⁄2 or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Future tax laws can change at any time and may impact the benefits of Roth IRAs. Their tax treatment may change.
EQUAL HOUSING LENDER | Member FDIC