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.
Investment and insurance products are offered through OSAIC INSTITUTIONS, INC., Member FINRA/SIPC. Osaic Institutions and First Bank are not affiliated. Osaic Institutions does insurance business in California as Osaic Institutions Insurance Agency, CA Agency License #OH30186. Products and investment advisory services made available through Osaic Institutions 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. First Bank Wealth Management is a trade name of First Bank, and certain products and services are provided through First Bank, and its affiliates and subsidiaries. Neither Osaic Institutions or First Bank, nor any of their affiliates or financial advisors, provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Use FINRA’s BrokerCheck to learn about the professional background, certifications, licenses, and any regulatory violations or complaints for any financial advisor.