Terre Haute Savings Bank is here to assist you in preparing a properly structured estate plan that addresses your family's needs. When it comes to the administration of your estate plan, we take care of the details including any obligations to creditors. Keeping your beneficiaries from being burdened with the responsibility of settling your estate is always part of the service THSB provides to customers.
In addition, we can make sure that requirements of the courts and the IRS are met. We will ensure your estate is protected, professionally managed, and distributed according to your wishes. We can provide the following:
- Estate settlement details
- Guardianships and probate
- Bill pay
- Distributions to heirs
- Tax reporting and fiduciary returns
The Terre Haute Savings Bank Trust Department can assist you and your attorney in creating a trust to meet a wide range of goals such as:
- Beneficiary requests
- Investment management
- IRS reporting
- Bill Pay
Investment vehicles made available through The Terre Haute Savings Bank Trust Department are:
- Not deposits or other obligations of, or guaranteed by Terre Haute Savings Bank
- Not insured by the FDIC
- Subject to investment risks, including possible loss of principal.