A properly designed estate plan can provide a strategy to conserve assets while you are alive and outline how you would like assets distributed after you pass away. Many people are under the perception that trust and estate planning are only for wealthy individuals or couples. However, these services can be a beneficial financial planning option for individuals at any income level. Without a formal planning process in place that outlines your wishes, your state laws may determine how your assets will be distributed. The court’s decisions may differ greatly from your wishes.

Estate planning not only involves passing on assets such as real estate, personal property, and financial assets, but also planning for others to make decisions for you, should you become incapacitated or die. Estate planning is the key to making sure that everything you work for is passed on according to your wishes. These are difficult decisions, but if you don’t make them, a court will.

Adopting an estate plan will be an important step in your financial life. Most people have a number of questions when it comes to developing an effective estate planning strategy. At First National Trust & Wealth Management we are committed to fostering personal relationships with our clients. Our professional staff has the expertise to provide a personalized solution for you.

Contact us today. We welcome your questions and look forward to working with you.

Our services include:

• Trust Services
• Estate Settlement
• Investment Management
• Estate Planning
• Asset Allocation
• Charitable Giving