Trusts

You don’t have to be rich to benefit from a trust. Do you want to finance a loved one’s education? Would you like to reduce your federal income taxes? Have you made sure your heirs receive assets exactly as you want them to, without probate costs? If you don’t know, you don’t have to worry — the experts of NorStates Wealth Management will explain how trusts work and how they can help you fulfill your goals.

  • We have national trust powers, allowing service as your trustee for:
    • Revocable living trusts
    • Life insurance trusts
    • Irrevocable trusts
    • Charitable trusts
    • Testamentary trusts
  • We faithfully and objectively carry out your trust document

Contact

Jeanette Amstutz
Trust and Operations Administrator
JAmstutz@norstateswealth.com
847.662.9788
5384 Grand Avenue
Gurnee, Illinois 60031

NO BANK GUARANTEE - NOT FDIC INSURED – MAY LOSE VALUE

All Securities and Advisory Services offered through Investment Professional, Inc. (IPI), a Registered Broker Dealer and Registered Investment Advisor and member FINRA & SIPC. The investment services offered by IPI under the name NorStates Wealth Management are in no way affiliated with or offered by Thomasville National Bank (TNB), nor is TNB a registered broker/dealer. Customers working with NorStates Wealth Management will be dealing solely through IPI with respect to their investment, brokerage and securities transactions. IPI does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The products offered by Investment Professionals, Inc. are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations for the bank or guaranteed by the bank and involve investment risks, including possible loss of principal amount invested.