Estate Planning

Comprehensive Estate Planning for Peace of Mind

Estate planning is a critical process that prepares your assets to be managed in the event of death or incapacitation. While probate provides a default legal process, there are more efficient financial tools and strategies available to navigate this often overwhelming journey. At 1^st National Bank, we help you create a personalized estate plan that ensures your wishes are honored.

Why Estate Planning Matters

Many believe estate planning is only for the ultra-wealthy, but that’s far from the truth. If you own any assets—whether large or small—estate planning is essential.

When should you create an estate plan?
The answer is simple: as soon as possible. Life is unpredictable, and a proactive approach helps protect your loved ones and your legacy.

What We Offer

We take a compassionate, thorough approach to understanding your unique needs and goals. Our estate planning services include:

• Tailored Strategies: We work closely with you to ensure your estate plan reflects your wishes and minimizes the burden on your loved ones.
• Legal Expertise: In partnership with experienced legal counsel, we assist with the review and drafting of all necessary documents, such as wills, trusts, and powers of attorney.
• Asset Preservation: We help implement strategies to protect your estate and reduce unnecessary tax burdens, ensuring your legacy is preserved.

Protect Your Legacy

A well-crafted estate plan provides clarity, reduces stress for your family, and ensures your assets are distributed according to your intentions. Whether your focus is on preserving wealth, supporting loved ones, or achieving philanthropic goals, we’re here to guide you every step of the way.

Contact Us Today to start building an estate plan that gives you peace of mind and secures your future.

Investments are not FDIC insured. May Lose Value – No Bank Guarantee. Member FINRA / SIPC

Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company^®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., Member SIPC. Referenced companies are members of the Principal Financial Group^®, Des Moines, IA 50392.  1^st National Wealth Management is not an affiliate of any company of the Principal Financial Group^®.

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Principal Securities Form CRS, Relationship Summary

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.