Trust Services
You’ve made the decision to establish a trust. One thing you will have to do is name a trustee. You will want to choose a trustee that understands your goals.
First National Trust & Wealth Management
Our goal is to make a difference — for you, your family and your future.
Our Services
Estate Settlement
First National can act on your behalf to complete the estate settlement process and assume the responsibility of administering a trust.
Investment Management
Proper investment management aims to meet particular investment goals for the benefit of the investor.
Estate Planning
Estate planning is the process of planning for the transfer of a person’s wealth and assets after their death.
Asset Allocation
Asset allocation is an investment strategy that aims to balance risk and reward by apportioning assets according to an individuals goals, risk tolerance and investment horizon.
Charitable Giving
For many, giving to charity is a normal part of their lives. Charitable giving offers emotional benefits, and practical ones as well.
Our Team
Blogs
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
It’s believed that retirement planning as we currently know it didn’t really exist until a few decades ago. Up to that point, people worked until 65 and then sailed into retirement on a pension plan. Over the next few decades, as life expectancy and years in retirement expanded, financial professionals came up with simple guidelines to determine how much you would need at retirement to maintain your lifestyle. This is where some of the common...
All United States citizens are subject to income tax from the federal government, even those who are retired. Living on a fixed income in retirement can be difficult, so it’s important to plan accordingly for how you will be taxed to get an accurate picture of your financial health. Here’s what you need to know about taxable income in retirement. Social Security Benefits One thing that many retirees may not realize is that they can...