What does the Personal Trust and Estate Planning group do?
Whether you’re interested in protecting your assets as you grow them, creating a legacy, providing for your family in the future, or simply ensuring that your final wishes regarding your assets are respected, we are here to provide you with answers.
Our solutions include:
- Investment Management
- Revocable & Irrevocable Trusts
- Charitable Planning
- Estate Planning and Administration
An Individually Tailored Experience
When you partner with First Merchants, you join our team and we join yours. You will have the input of a team of experienced professionals to decide what solutions will meet your needs. In addition, we will work with your tax and legal advisors and provide professional fiduciary services to help ensure your estate plan is carried out according to your wishes.
We help you grow your wealth
By providing custom tailored investment solutions, our Investment Management team can help you grow your wealth. Our professional investment management team holds over $1.9 billion in assets under management.
We help you create a legacy
Good planning has a positive impact on all those you may touch – multiple generations, charities and others. When the time comes to distribute your assets, we want to ensure that it is done according to your wishes. We will also work with you to make certain that your legacy provides the greatest benefit for those you care for. Through tax and distribution planning, we help you to maximize your wealth and create a legacy for future generations.
We provide fiduciary services
Fiduciaries have a higher standard of care than other advisors and wealth providers. The Fiduciary Standard of care requires advisors to put the best interest of the client first and disclose all conflicts of interest. You can be assured that we will always put you and your families’ best interests first and maintain complete transparency in all we do.