Trust Services | Union Savings and Loan Association

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Trust Services

 

There's No Substitute for Experience

Estate, trust, and financial planning are some of the most important issues individuals and families should consider for their long-term financial security. And as our loved-ones grow older, many difficult issues can arise in regards to the assets of a family.

Our experienced and friendly Trust Department can work with you to develop a plan to best suit your individual, family, or professional needs. We have over a century of experience helping our clients achieve their goals, including much experience with farm families, business owners, and individuals.

Many people perceive the services of a trust and asset management department as only for the extremely wealthy, but such services can be of vital importance regardless of your income bracket.

The staff of Union Savings and Loan are local residents, not people in a distant city out of state. We understand life here in east central Indiana, our customs as well as our laws, so you can be assured of their advice and service to you.

Common Reasons to Have a Trust

  • Provide for a Spouse
  • Avoid Probate
  • Reduce Estate Taxes
  • Pay for a Child’s Education
  • Maintain Your Family’s Privacy
  • Shield Heirs from Creditors
  • Make Annual Charitable Gifts
  • Distribute Assets and Property
  • Utilize Professional Asset Management
  • Protect Heirs who are Minors or Disabled

2021 Trust Brochure

USLA can help you with: 

  • Trust Administration
  • Estate Administration
  • Investment Management
  • Guardianships
  • Charitable / Legacy Gifting
  • Succession Planning

Trust Services Staff

Derrick Mathews, Joyce Bertsch and Brandon Bauman

Have Questions?

We are happy to help you with any questions you may have, please do not hesitate to contact us.

Call 765-825-2171 

Email Derrick Email Brandon

 
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