Estate Planning Service - Estate Planning Financial Advisors

Planning

Ensure a Seamless Transfer of the Estate You Worked Hard to Build

Estate planning doesn't have to be overwhelming or daunting. Our advisors will help give you peace of mind and ensure open communication of your goals, minimizing family stress, conflict, and added expenses.

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Estate Planning Services Include:

Professional investment management.
Planning for distribution of assets.
Probate and estate taxes mitigation and compliance.
Impartial administration of your estate and trust settlement.
Planning for charitable giving.

Please note that estate planning does not include legal advice and clients are advised to consult with a legal advisor when creating an estate plan.

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Who & Why

Is Estate Planning Right for Me?

We often hear this question—who should work with an estate planning advisor? The answer is anyone who wants to ensure a seamless transfer of their estate and assets. We work with individuals and couples of all ages and life situations to assure that their personal wishes are carried out following their passing and that their loved ones will not be saddled with additional stress and added expenses at a time when they are already grieving.

We often find that discussing estate and retirement planning concurrently can help people achieve their goals comfortably and with peace of mind.

It's Never Too Early for Estate Planning

Estate planning is something that you should start sooner rather than later. The process should include regularly updating your plan and consulting with your financial advisor to confirm all documents are legally valid and aligned to your specific objectives.

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First Trust and Wealth Management is a division of First Bank and Trust Company, providing comprehensive asset management, wealth banking services, and trust and estate planning. It's important to remember that past performance is not a guarantee of future returns.

Investment Products: • NOT FDIC-INSURED • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE
Insurance Products: • NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE

Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions and the bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC/NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank, bank affiliate, credit union, or credit union affiliate. These products are subject to investment risk, including the possible loss of value.

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Estate Planning Services by Trusted Financial Advisors