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Our financial specialists can help you protect and enhance your life's earnings
for your benefit as well as the benefit of those you care about. Let us help you plan for the future and
minimize estate taxes.
Call (704) 484-6233 for an appointment...
Portfolio Account Link (PAL)®
Estate taxes may be the largest expense your family will ever face. Without careful, proper planning, your family could lose more
than half of what you spent your life accumulating. First National financial specialists will help you analyze your situation and
clearly define your goals. We will work with your tax advisor and attorney to help customize your personal plan. (more info)
Trusts are extremely flexible instruments that can be tailored to your personal needs and easily incorporated into your financial or
estate plan. Due to the complexity of a Trust Agreement, the administration by a corporate fiduciary is very beneficial. You can
appoint First National Bank in its capacity as a corporate fiduciary, to serve as Trustee or Co-Trustee of a trust created by an
agreement or under a will. The Trustee takes title to the grantor's or decedent's property (assets) for the purpose of protection
and management, for the benefit of the beneficiaries. (more info)
First National Bank Trust Officers provide complete investment management services. When you invest your funds through us, you can be assured
that you will receive the most professional and comprehensive services available. We will review your investment goals, objectives and risk
tolerances with you and tailor an investment portfolio to meet your needs. (more info)
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