Support in preparing for your legacy

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.


Wealth transfer and estate planning

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.

WORKING TOGETHER


You can rely on our wealth management experts to not only advise you, but serve as:

  • Trustee of your Revocable Living Trust or Testamentary Trust
  • Guardian of the estate of a disabled person
  • Executor of your estate
  • Agent for your investment account

WE PROVIDE


Working through your attorney, we help you establish well-planned trusts structured to provide you with:

  • Greater tax efficiency
  • Creditor protection
  • Flexibility (to adjust to changes in circumstances or tax laws)

OUR SERVICES


We are experts in the areas of taxation, trust law, trust administration and accounting and provide:

  • Planning for insurance needs (life, disability, personal, major assets)
  • Wealth protection planning
  • Creating entities to protect assets
  • Family legacy planning
  • Trust and estate administration
  • Consulting and planning for wills and trusts
  • Wealth accumulation, preservation and distribution strategies
  • Business succession planning/special needs/eldercare
  • Integration with tax and investment strategies
  • Corporate trustee/estate executor

Charitable giving strategies

At Old Second, we understand the desire to preserve and protect your resources can extend beyond your family. Contact a Wealth Management representative.

YOUR VISION, OUR EXPERTISE


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.

WORKING TOGETHER


As an institution that is as deeply rooted in its communities as you are in yours, we can advise you in the:

  • Creation and administration of foundations
  • Donation of major gifts
  • Coordination of resources for grant-making
  • Review, selection and monitoring of recipient organizations
  • Implementation of tax-efficient gifting strategies
Non-deposit investment products are not insured by the FDIC; not a deposit of, or guaranteed by the bank; may lose value.