We do not provide tax advice. Consult your tax advisor.
Estate planning starts with deciding how you want to distribute your assets, but it's much more. It's also a way to keep providing for people you love and causes you embrace. With your legal counsel, the Wealth Management team will help you develop an approach that benefits future generations - and ensures that your life's work lives on.
- Get assistance with wills, irrevocable and living trusts and directives.
- Consider estate tax minimization strategies.*
- Ensure proper titling of assets.
- Maximize your philanthropy.
- Establish trusts for family members and others.*
- Coordinate your team of advisors to create the optimal estate plan.
* Wealth Management products and services are provided through First Bank, and its affiliates and subsidiaries. Neither First Bank nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions . Investment and insurance products are offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC. First Bank Wealth Management is a trade name of First Bank. Infinex and First Bank are not affiliated. Infinex does insurance business in California as Infinex Insurance Agency, CA Agency License #0H30186. Products and investment advisory services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. Infinex does not offer tax advice. Consult your tax advisor for more details. Use FINRA’s BrokerCheck to learn about the professional background, certifications, licenses, and any regulatory violations or complaints for any financial advisor.