Heartland Bank and Trust Company

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Trust Companies, Banks, Financial Planners

CLOSED NOW

Today: Closed

Tomorrow: 9:00 am - 4:00 pm

(815) 945-2311Visit WebsiteMap & Directions801 E Cemetery AveChenoa, IL 61726 Write a Review

Hours

Regular Hours

Mon - Fri:	9:00 am - 4:00 pm
Sat - Sun	Closed

Places Near Chenoa with Trust Companies

Lexington (14 miles)

More Info

Banking is personal.

General Info

Heartland Bank and Trust Company is widely recognized as one of the strongest and most progressive banks in Illinois. We're a locally owned community bank whose roots are right here in the heartland. Getting to know our customers helps us become a better bank, but that alone isn't enough. We are capable of handling diverse customer needs. The phrase "small enough to know you, big enough to serve you" is what Heartland Bank is all about.

Email

Extra Phones

Fax: (815) 945-7493

TollFree: (888) 897-2276

Associations

Member FDIC

Other Link

http://hbtbank.com

Categories

Trust Companies, Banks, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Loans, Mortgages

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Reviews

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11/13/2009

Overall

big savings

this place is the place for big and long term savings, Cathy benedict is awesome. She really knows what she's doing and can really help your money grow and takes care of all your paper work for tax time. My tax lady even loves her. Hightly recommened.

Details

Phone: (815) 945-2311

Address: 801 E Cemetery Ave, Chenoa, IL 61726

Website: http://hbtbank.com

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Heartland Bank and Trust Company

Estate Taxes
Avoiding Probate
A Living Trust is a legal arrangement, drafted by an estate-planning attorney, that can facilitate the transfer of assets, avoid probate, maintain continuity in the case of incapacity or death, and ensure that an inheritance goes to those whom you intend. During your lifetime, your Living Trust can be revoked in whole or in part at your discretion. In the case of incapacity or death, your designated Trustee continues to manage your assets as your Living Trust directs, without interruption.
Tax Deductions
A Charitable Trust establishes a trust for the benefit of one or more of your chosen charities. It can reduce estate taxes, eliminate capital gains, allow the grantor to claim an income tax deduction, and, of course, benefit your favorite charity.
Income Tax
Tax Deferral
One of the biggest advantages of a 401(k) rollover into an IRA is that it allows you to continue the tax-deferred status you had with your employer’s retirement account.

Investment Management
No matter what stage in life you are at, just starting up, progressing, or established, a team of professionals at Heartland Bank is dedicated to delivering a full range of wealth and financial services. Our team collaboratively addresses your individual needs and goals by offering, among other services, financial planning and investment management by our seasoned portfolio management team. We are here to guide you through the three areas of wealth - accumulation, preservation, and distribution, offering advisory services in an easy-to-understand methodology.
Wealth Management
Heartland Bank is here to help you with everything from your first retirement account to managing your portfolio the closer you get to retirement. From getting you started with an IRA to wealth management services, we can help you make the most of retirement. Heartland Bank is here for you every step of the way.

Financial Planning
Our comprehensive financial planning approach is focused on optimizing your assets, to design personalized, actionable strategies to meet your short and long-term financial goals.
Retirement Planning
Whether you're looking to start up a new plan or you would like to have your existing plan reviewed, our retirement planning professionals can help! Let us provide you with hands-on assistance to simplify your role as the plan fiduciary.
Asset Management
You can depend on Heartland Bank and Trust Company to provide professional asset management, accurate tax records, and thorough and knowledgeable administration of your trust.
Living Trusts
A Pour-over Will is simply a type of Will that takes the property of a deceased individual and transfers it over to an existing trust account. A Pour-over Will is beneficial for individuals that have created living trusts for children or relatives, as it works hand-in-hand with the trust account to have assets consolidated together.
Gifting Strategies
Securities and insurance products are NOT deposits of Heartland Bank, are NOT FDIC insured, are NOT guaranteed by or obligations of the bank, and are subject to potential fluctuation in return and possible loss of principal.

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