Maintaining your family wealth and preserving your assets can be one of the most rewarding benefits of your lifetime. Our knowledgeable financial planning experts can explain the various trusts and estate planning strategies to you.
A carefully thought-out estate plan can keep your assets out of the hands of the IRS and in the hands of your beneficiaries. Without an estate plan, the IRS could receive a large percentage of your estate in taxes.
The Bank of Herrin will be happy to work with your personal CPA or attorney in establishing an estate plan so that you can ensure a smooth transition of your assets to your heirs.
Naming the Bank of Herrin as your Executor or Trustee will provide an unbiased representative who will professionally promote family unanimity and preserve your assets.