Trust and Estates - Wealth Management
Trust and Estate Planning

Take Inventory

Use our worksheet to calculate your total estate net worth by organizing your assets and liabilities.

Determine Your Objectives

Take the following variables into consideration when setting your estate plan goals:

• Your age and the ages of family members and other beneficiaries.
• Current and future needs of your family members and other beneficiaries.
• Current and future value of your assets.
• Current assets of your family members and beneficiaries.
• Current and future liabilities.
• Ability of your family members and beneficiaries to handle their own affairs.

Seek Qualified Help

First National Bank's Trust Division works closely with legal counsel to develop the absolute best possible solution for you and your estate.

Take Your Plan to a Qualified, Trusted Institution

First National works with individuals, families, businesses, corporations and foundations to insure, that through proper financial planning, your future is more secure.

First National's Trust Division offers the following professional services:

• Professional investment management.
• Financial and estate planning assistance.
• Complete record keeping.
• Maintenance of cost-basis records for securities.
• Collection of income from assets, receipt of stock dividends, exchanges, splits and other capital changes.
• Comprehensive bill-paying service.
• Receipt of non-asset related income such as social security benefits, pension payments and insurance annuity checks.
• Medical claim processing.
• Real estate services.
• Payment of quarterly estimates for income tax.
• Preparation of personal income tax returns.
• Title holding of assets to assist estate planning.
• Periodic accounting.
• Execution of security trades.

To learn more, call a Wealth Management Advisor at 402.633.3400, or toll-free at 1.800.538.7298, Monday through Friday, 8:00 a.m. to 5:00 p.m. CT.