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ASSURED

Personalized and Experienced

TRUST AND WEALTH MANAGEMENT

At First State Bank, we know it’s never too early to start saving for your future.

 

We also realize that today’s investment world has grown complex with more options available than ever before. Each person’s financial goals and objectives are different, and no one investment plan works for everyone.

 

We believe in long-term relationships with our clients, and have come to understand that time builds trust. Our willingness to put your needs first means you can rest assured that your financial future is our first priority. With a variety of options at our disposal, we will work with you so you can reach your financial goals. We have served generations of families and businesses to protect, manage and grow their assets.

Put your trust and confidence in our family of professionals to help your family.

CONTACT A TRUST PROFESSIONAL

 

What we do as your Fiduciary

 

 

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Vigilant

We enforce the terms of the trust based on your intent.

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Proficient

We administer your personalized plan in a professional manner.

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Experienced

We understand and apply applicable laws and comply with all standards.

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Honest

We are impartial to all beneficiaries ensuring a smooth transfer.

Our areas of expertise

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Investment Management Services

 

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401(k) Rollover and IRA Investments

 

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Trustee of Revocable Living Trusts

 

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Trustee of Irrevocable Trusts

 

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Guardianships

 

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Estate Settlement

 

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Charitable Trusts

 

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Estate Planning Assistance

 

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Irrevocable Life Insurance Trusts

 

 

 

Additionally,
we offer services that other advisors may not.

 

 

 

A First State Bank Trust or Investment Management Account allows you to hold a variety of investments such as stocks, bonds, mutual funds, Savings Bonds, real estate, insurance policies and limited partnerships in one account for ease of management.

 

CONTACT A TRUST PROFESSIONAL  LOG INTO YOUR TRUST ACCOUNT

 

Disclosures

First State Bank does not provide tax or legal advice. Please see your tax advisor or attorney to determine how information contained in this Trust & Investment Management web site may apply to your own situation.

Investment products are not insured by the FDIC or any other government agency

Investment products are not deposits of or guaranteed by the bank

Investment products may lose value

First State Bank

111 South Main St.,
P.O. Box 69
Middlebury, IN
46540-0069

 

Routing Number: 071208297

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