|
Trust Department Services |
| |
| First National Bank is pleased to offer a full service trust
department. Our trust department staff can assist you with a variety of estate and financial
planning concerns which may arise with your family or business. |
| The planning and management of your assets can be a complex
undertaking and the need for competent management is more important than ever. The assistance
of knowledgeable professionals is both necessary and desirable if you are to attain your financial
objectives. |
| Among the services provided, First National offers trust administration,
estate planning, estate administration, and conservatorship and guardianship management. Each
of these services can provide you with professional and cost effective assistance along with
peace of mind. |
| Estate Planning
- Proper estate planning can help ensure you accomplish your objectives
in safeguarding your family in the event of your death and can help minimize the tax burden
on you and your family. First National has personnel available for consultation on estate
planning issues and can help you tailor a plan for your set of circumstances. |
| Financial Planning
- With all the complex investment choices and estate and tax
consequences associated with nearly every investment choice, the need for professional
advice is critical. David Marttala, a certified financial planner, is available to meet
with you on a one-to-one basis to help you formulate a long term plan. |
| Investment Management Services
- Staying on top of your investment decisions is difficult with
today's fast-paced lifestyle. The trust professionals at First National will manage your
investments for you using the most up-to-date financial techniques to maximize your return
and minimize your risk. Professional investment management allows you to focus more time
on your own business and family, knowing that your investments are in qualified hands. |
| Trust Administration
- First National's trust administration services include
management of both testamentary and intervivos (living) trusts along with non-profit
and charitable trusts and insurance trusts. Appointing First National as trustee ensures
professional, competent management of trust assets. |
| Estate Administration
- First National will serve as executor of your estate if you make
such a designation in your will. Appointing First National executor ensures professional and
efficient management of your estate and may eliminate an additional burden on your family
at a difficult time. |
| Conservatorship and Guardianship Administration
- First National also will serve as conservator or guardian for an
incompetent adult or minor child. In such capacity, First National will oversee the management
of the assets and will carry out all necessary reporting to governmental agencies and the
court. Again, this service ensures that your family member's assets will be professionally
and skillfully managed and can relieve you of the burden of oversight and reporting required
by the court. |
| Our team of trust and investment management professionals is
dedicated to providing clients with the highest level of professional, personalized, and
quality services available. We invite you to acquaint yourself with our trust and investment
management professionals. Please contact David Marttala or Glenda
Phillips at 473-4402 for
an appointment. |
