Providing for your future or that of your family’s, and even for future generations, can be a daunting task. It requires having access to a resource that can expertly guide you through the complexities of changing tax and estate laws, volatile financial markets and your own shifting personal circumstances.
With over 90 years of experience in providing personal trust and estate planning services to families like yours, Old Second wealth management is such a resource. Contact a Wealth Management representative.
You can rely on our wealth management experts to not only advise you, but serve as:
Working through your attorney, we help you establish well-planned trusts structured to provide you with:
We are experts in the areas of taxation, trust law, trust administration and accounting and provide:
At Old Second, we understand the desire to preserve and protect your resources can extend beyond your family. Contact a Wealth Management representative.
While giving is a highly personal decision and takes many forms, it still requires planning and a well-conceived strategy if its goals are to be accomplished. Whether you are interested in making a one-time gift or establishing a charitable remainder trust, our wealth management specialists can not only help you lay the groundwork for your legacy, but ensure it is built in a way that fulfills your vision.
As an institution that is as deeply rooted in its communities as you are in yours, we can advise you in the:
Not insured by the FDIC; Not a deposit or other obligation of, or guaranteed by, the depository financial institution; Subject to investment risks, including possible loss of principal amount invested.