You've worked hard to accumulate your wealth, so protect it, preserve it and make sure it winds up where you've always envisioned.
Whether it's in the hands of your family, a favorite charity or simply those you care about most, we're here to help.
We’ll help you establish a coordinated estate plan. We will work with your accountant and attorney in the planning and drafting of documents to meet your individual needs.
Our Trust Officers have legal, financial planning and investment backgrounds so they can guide you through the process, including a review of draft documents prepared by your attorney. In addition, we would be happy to review and discuss your existing estate plan to ensure it meets your needs.
Want to learn more? Contact one of our Trust Professionals to get personalized answers that meet your specific needs.
At Hawthorn Bank, we love to work with people who generously support their community and their favorite charities. That's why we'll make sure that you, as a donor, get the most from your hard-earned assets, and the recipient organizations of your choice spend your gifts the way you intend.
Here are some examples of trusts we've administered in the past:
- Charitable Remainder Trust
- Charitable Lead Trust
- Tax-Efficient Gifts of Appreciated Assets
- Estate Gift Management Trusts
- Perpetual Charitable Trusts
We have helped our customers create and provide funding for college scholarships, parks to be named for the donor, and community funds perpetually directed to specific causes important to the donor.
To get started with your charitable planning process or to simply learn more about our services, contact one of our Trust Professionals today.
Banking products offered by Hawthorn Bank.
Investment products are | Not a Deposit | Not FDIC Insured | May Lose Value | No Bank Guarantee | Not insured by any Federal Government Agency