Estate & Legacy Planning
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Estate & Legacy Planning

Secure Your Legacy

Your legacy represents your life’s work and philosophies.  It’s never too soon to start planning for the successful transfer and distribution of your assets to continue what is most important to you.  

We invest our time and attention in what matters to you.  We collaborate with you, and any other professional advisors, to develop an approach that will shore up for future generations the things that matter most to you.

Our Focus

  • Wills, irrevocable and living trusts and directives
  • Estate tax minimization strategies
  • Proper titling of assets
  • Charitable giving strategies
  • Legacy/dynasty and trust planning
  • Family value and governance
  • Collaboration with other advisors, including attorneys or accountants

Our Solutions

 

 

 

Estate & Legacy Planning   Tax Evaluation   Business Planning   Retirement Planning

Your legacy represents your life’s work and philosophies. It’s never too soon to start planning for the successful transfer and distribution of your assets to continue what is most important to you.
 
We feel working with a trusted financial partner should be like working with a friend. The trained experts at First Bank Wealth Management are on-hand, ready to assist with advanced, up-to-date knowledge in tax law.
 
Have you thought about all of the challenges facing your business today? And in the future? A First Bank Wealth Planning Specialist can help.
 
How do you envision your retirement? We can help make that vision into a reality. We will help you identify your specific retirement goals, then develop a plan and strategy to achieve those goals.

 

 

 

 

 

 

 

 

Get Started / Questions?

To learn more about Wealth Planning and other ways we can assist you, contact the Wealth Management Advisor in your area.   

Your security is important to us.  When communicating via email please do not include any personal, business or confidential account information.  Thank you!

 

Missouri/Illinois
Gene Todd
800-452-1414
Contact Gene

California
Bill Dolan 
949-475-6304
Contact Bill

Other States
Gene Todd
800-452-1414
Contact Me

Existing Account Support
Michelle Stevson
800-452-1414
Contact Michelle