You can feel safe knowing our team of trust administrators and portfolio managers are caring for your assets according to your instructions. We will fully explain all options available to you and how those alternatives may fit into your overall financial plan.
It’s crucial to create a properly structured estate plan that addresses your family's needs. When it comes to the management of your estate plan, we take care of the details including any obligations to creditors and ensuring that requirements of the courts and taxing authorities are met. Our team will ensure your estate is protected, professionally managed, and distributed according to your wishes. Your beneficiaries will never be burdened with the responsibility of settling your estate and more of your wealth will be preserved for your heirs.
A trust helps ensure the successful transfer of your estate to your heirs and beneficiaries. At Old National Wealth Management, we can assist you and your attorney in creating a trust to meet a wide range of goals.
Investment and securities information presented herein is unique to Old National Wealth Management’s approach to investment management. All information and opinions have been obtained from sources believed to be reliable and current at the time of publication, but are not guaranteed and do not claim to be a complete statement of all material factors. Examples or other representations made herein are for illustrative purposes and are not intended to be specific legal, tax, or investment advice and do not represent a solicitation.
Investments and strategies that may be presented may not be suitable for all investors. Old National Wealth Management Client Advisors and Portfolio Managers will work with interested parties to execute plans developed in consultation with their attorney or tax advisor.
The comments, views and opinions expressed herein are those of the author and Old National Wealth Management. From time-to-time, Old National Bancorp affiliates may issue reports or have opinions that are inconsistent with, and reach different conclusions from, this report. Old National Bancorp and its affiliates do not accept any liability for any direct, indirect or consequential damages or losses arising from any use of this report or its contents.
Investment instruments utilized by Old National Wealth Management are not FDIC insured, are not deposits or other obligations of Old National Wealth Management, Old National Bank, its parent company or affiliates, and involve investment risk including the possible loss of principal invested.
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