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Marquette Bank Offers 14 Reasons to Focus on Your Estate Plan

The Trust and Investment Management department of Marquette Bank, a locally-owned neighborhood bank, is partnering with Attorney Stephen M. Sutera to offer a free Life Care & Estate Planning Seminar at the Oak Lawn Hilton on Thursday, May 3, 2012 at 6:00 p.m. In preparation for the seminar, Marquette Bank offers the following 14 reasons why you should revisit your estate plan:

1. You have recently married, been divorced, had a child or adopted a child.
2. You have children and you have not appointed a guardian.
3. Your child turned 18.
4. You, your spouse or a child have become physically or mentally disabled.
5. You have relocated to another state.
6. Your financial situation has changed or the value of your estate substantially increased.
7. You have purchased or sold a significant asset.
8. You own a business, bought a business or sold a business.
9. You experienced a death to a named beneficiary, guardian, trustee or personal representative.
10. You have changed you mind about the distributions of your estate.
11. You have changed your mind about the roles of a guardian, trustee or personal representative.
12. Your child, beneficiary or agent develops a substance abuse problem or becomes financially irresponsible.
13. Federal or state estate tax laws have changed.
14. Time has passed and you have not reviewed your estate plan in 3 years.

Estate planning is a complex matter involving decisions that touch all areas of your life and has a lasting impact on your family. Keeping track of your assets and how they will be passed on is a critical issue that must be considered frequently throughout your life. An estate plan has lots of moving parts including your will, your living trust, your living will, your processions, titling of assets, beneficiaries, guardians, trustees, state and federal estate taxes, life insurance and, most importantly, your wishes on how all these things should be handled.

The seminar, titled “Effective Senior Life Care & Estate Planning Strategies: Understanding Your Options in Today’s Complex World,” will feature Stephen M. Sutera, an Attorney specializing in elder law, and John Power, a Certified Financial Planner and Estate Planning professional from Marquette Bank. They will be on hand to answer questions regarding wills, trusts, estate planning and senior life care planning. The seminar will take place Thursday, May 3rd at the Oak Lawn Hiton starting at 6 p.m. Light refreshments will be provided during the event. Anyone interested in attending should register by calling 708-460-5166as seating will be limited.

About Marquette Bank:

Marquette National Corporation is a $1.7 billion diversified financial holding company for Marquette Bank. Marquette Bank has been a locally-operated bank providing personalized banking service since 1945. Marquette Bank is a full-service, customer-focused neighborhood bank that serves the financial needs of Chicagoland communities, offering an extensive line of financial products including retail banking, mortgages, trust and business banking, free Online Bill Pay and free Automated Telephone Banking. Marquette Bank’s retail branches are located in Chicago, Aurora, Bolingbrook, Bridgeview, Evergreen Park, Hickory Hills, Lemont, New Lenox, Oak Lawn, Oak Forest, Orland Park, Romeoville and Summit, Illinois. Marquette Bank customers have convenient free access to over 43,000 Allpoint and Starsf ATMs worldwide. Marquette Bank is an Equal Opportunity Lender, Equal Housing Lender and Member FDIC. Follow Marquette Bank on Twitter or like the Bank on Facebook for special offers and news. For more information visit: or call 1-888-254-9500.

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