Wealth ManagementTrust & Estate Planning
Preserving, growing and transferring your hard earned estate often requires complex, carefully-crafted strategies that must be implemented and administered by experts trained and experienced in a variety of fiduciary roles. Working closely with local trust and estate planninge attorneys and other professionals, First National Bank offers a full range of personal trust and estate planning services.
Estate Planning Services:
- Identify and prioritize your estate planning needs and any coordination gaps that may exist in your current plans.
- Review the impact of the health and age of yourself and your beneficiaries have on the estate plan.
- Help you determine how and by whom your assets will be managed should you become incapacitated.
- Determine your current and future needs of your family members and other beneficiaries.
- Analyze how your current and future liabilities and those of your beneficiaries affect your estate plan.
- Discuss how and to whom your assets will be distributed after your death.
Trust Administration Services:
- Complete record keeping.
- Maintenance of cost-basis records for securities.
- Collection of income from assets, receipt of stock dividends, exchanges, splits and other capital changes.
- Comprehensive bill-paying service.
- Receipt of non-asset related income such as Social Security benefits, pension payments and insurance annuity checks.
- Medical claim processing.
- Real estate services.
- Payment of quarterly estimates for income tax.
- Title holding of assets to assit estate planning.
- Periodic accounting.
