Arranging for the orderly handling, disposition, and administration of an estate when the owner passes includes:
- Drawing up a will
- Setting up trusts
- Minimizing estate taxes
- Passing property to heirs before death
- Setting up a bypass trust or a testamentary trust
Trust services offered through JCB Investment Management & Trust.
Securities and insurance products are offered through INVEST Financial Corporation (INVEST), member, FINRA, SIPC and affiliated insurance agencies. JCB has entered into a third party arrangement allowing INVEST to offer securities to bank customers. INVEST is not affiliated with JCB or JCB Investor Services. Products are:
NOT FDIC INSURED | May Lose Value | No Bank Guarantee
This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.
Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
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2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to the effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
PO Box 1001, Seymour, IN 47274
(812) 522-3607