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Personal Trust Services
We help our clients meet their specific needs for professional management of their financial affairs with our caring staff at the 1st National Community Bank Trust Department. We have local professionals with extensive experience in helping clients with all phases of the planning and administration process. We specialize in wealth building, wealth distribution and wealth preservation for the benefit of Trust donors, family members and other selected beneficiaries.
Our Trust Department offers a unique approach to providing Trust services to clients. Our staff teams up with other professionals in offering the investment and the record keeping functions while working with the local attorney and accountant of your choice. Our staff is then free to concentrate on the responsibility of administering the Trust and working with the donor and the beneficiaries of his or her benevolence.
Our staff will work with you and your attorney from the beginning in planning for the creation of a Plan that will meet your personal wishes and needs. We will follow through with implementation and administration of the Trust(s) and/or the Last Wills that will carry out the Plan that you have personally selected after careful consideration to the numerous tax considerations.
You can enjoy the advantages of:
- The convenience of a local counselor to assist the beneficiaries.
- High quality service provided by 1st Bank Trust Department through third party specialist with their extensive resources.
- Service from local persons known to you who can trust.
- Strict confidentiality in handling your personal affairs.
1st National Community Bank and its affiliates do not render tax advice or legal advice. For specific tax advice you should consult a tax advisor. Estate planning requires legal assistance.
INVESTMENT ACCOUNTS ARE NOT DEPOSITS OF THE BANK. THESE ACCOUNTS ARE NOT FDIC INSURED, ARE NOT INSURED BY THE GOVERNMENT AND ARE NOT GUARANTEED BY THE BANK. THEY MAY DECREASE IN VALUE.