Financial Planning

	Our planning process is designed to help whether you are a younger investor just starting out, a little older and putting down roots, in your peak earning years or enjoying your retirement years
	We seek an appropriate balance of stocks, bonds, cash and alternative mutual funds to meet your investment goals

	A variety of investments are available for your annual IRA contribution including CDs, mutual funds and individual securities
	Self-Directed IRA - Defer income tax on lump sum distributions from qualified employee benefit plans by rolling them over to a Self-Directed IRA
	401(k) Plans - By naming Marquette Bank as the trustee of your 401(k) rollover account, you can also benefit from professional account management

	A Living Trust provides complete flexibility and control over who the Trust will benefit and when
	You determine who functions as your trustee and how
	You decide whether the Trust can be changed and when
	Use the Trust to set aside assets for a minor while possibly benefiting from income tax and estate tax savings
	A Trust provides management by a trustee under conditions you specify-- such as your prolonged illness or extended travels
	The Trust can receive the death benefits of your life insurance policies

	For real estate owned in Illinois, a Land Trust offers an inexpensive way to manage property
	You get confidentiality of ownership along with prompt transfer of ownership and avoidance of probate proceedings in the event of death
	The Land Trust gives protection for the participating individuals and simplified property transactions

To learn more about our Trust Services,

Contact Bill Thomson at 708-460-4844, email or

call our Customer Service Center toll-free at 1-888-254-9500

This information was developed to give you an overview of Marquette Bank's Trust Services and is not intended as legal advice. We strongly urge you to discuss the legal issues, as well as the tax implications, with your personal attorney.