Wealth ManagementTrust Services
First National Bank is dedicated to the principles of objective fiduciary management and truly personalized trust services. Professionals in our trust division form a highly specialized management team of attorneys, certified trust financial advisors, and certified retirement services professionals. Our certified financial analysts provide consistent, competitive returns whether building a portfolio for the future or preserving current assets.
Based upon personal income needs, desired asset growth, income tax status, and portfolio risk acknowledgment, First National Bank will design a comprehensive financial package adaptable to your individual estate planning goals.
Who Needs Trust Services:
Most individuals find themselves in need of help managing their assets to some degree. Current economic growth (having more) and the complexity of the U.S. tax structure (keeping more) have helped increase the need for more individuals to start planning and managing their estate.
Products and Services:
- Irrevocable Trust
- Investment Management Agreements
- Living Trusts
- Trustee Under Will
- Conservatorship
- Charitable Foundations / Trusts
- Endowments
- Escrow Services
- Agency Services
- Institutional Accounts
- Retirement Plus
- Dynasty Trusts
- Rollover IRAs
- Probate
Advantages:
- Local Contact
- Avoid Probate
- Minimize Estate Taxes
- Solutions to Protect Assets
- Active management of assets by a professional investment manager
- Pay Bills and Monitor Expenses
- Pay Federal & State Quarterly Tax payments (if applicable)
- Third party Administration to avoid conflicts
- Reasonable Fees
For more information contact us at 402-564-1481 or toll free at 800-456-7735.
