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Taking care of your loved ones with the assets you’ve worked so hard to obtain. We’ll help make sure your vision for the future is secure and your legacy endures.
Our Estate Planning Services Include:
- Goal setting
- Asset inventory
- Estate planning recommendations to share with your attorney
- Implementation and coordination with your attorney and CPA
- Business succession-planning recommendations
- Periodic review of your estate plan
A little tax planning can go a long way. Our tax advisors can help develop a plan that maximizes your wealth and minimizes your tax burden.
Trust and Estate Administration
Building a trusting relationship to help you preserve, grow and distribute your wealth. We’ve developed a reputation of excellence because our team of experienced people listen to understand your situation. We learn what’s important to you and we help make it happen.
Getting the most out of your money, securely and comfortably. We’ll help you make the choices that work best for you. We manage accounts for individuals, families, corporations, non-profit organizations, and municipalities. We create portfolios designed to meet their unique investment needs.
Making sure your legacy lives. Whether an individual, a family, a foundation or a corporation, 1st Source, as trustee, can help reduce tax liabilities, preserve value, and alleviate the stress of managing a private foundation by navigating the requirements of maintaining tax-exempt status on your behalf.
Here for You in Florida
Get the help you need navigating the complexities of your trust, estate planning, and will documents as they relate to your situation in Indiana, Michigan, and Florida. That’s right, we have an office in Florida to meet your needs and provide personal service.