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You work hard. Save diligently. Invest wisely.
But what will happen to your money
when you’re not around to manage it anymore?
You can pass your financial wishes along in the form of a personal trust. At Irwin
Advisory Group, we make it easy for people with all sizes of estates to take advantage of
this powerful wealth management tool.
Irwin Advisory Group can help you plan exactly what your wealth will do in the
future—whether it’s reducing the estate tax bite or caring for your heirs or favorite
charities. Working with estate planning attorneys, Irwin Advisory Group will make it easy
to create a personal trust document for today or anytime down the road.
The personal trust specialists at Irwin Advisory Group provide:
- Trustee services
- Estate administration
- Trust administration
- Investment agent services
- Custodial agent services
- Irrevocable life insurance trust
We offer 3 easy ways to learn more about a Personal Trust with the Irwin Advisory Group:
- Request that an Irwin Advisor call you.
Contact now.
- Visit an Irwin Union branch. Find your bank.
- Call
Timothy P. Robinson, J.D.
Senior Vice President
Irwin Union Bank
300 N. Meridian Street, Suite 190
Indianapolis, IN 46204
317.237.3306
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