Trust Services

First Citizens National Bank has partnered with Midwest Trust to offer Trust Services, working with your tax and legal advisors to develop the best approach to reach your goals. Midwest Trust offers services such as Trust & Estate Services, Corporate Trustee, Charitable Services, and Family Office.

Benefits of a Trust

A trust can provide peace of mind, and continuity in handling your estate and preservation of your wealth. With a trust, you can:

• Avoid probate.
• Manage and direct your assets.
• Provide for a spouse after your death.
• Create security for your family until they’re financially mature.
• Realize tax advantages.
• Control how your assets are distributed.

Trust Accounts

Midwest Trust offers a variety of accounts, and can act as trustee, ensuring the wishes of their clients are met. Types of Trust Accounts:

• Revocable trust (living trust)
• Charitable trust
• Irrevocable trust
• Marital trust-QTIP trust
• Generation skipping trust
• Bypass trust
• Private foundation
• Special needs trust
• Qualified terminable interest property (QTIP)

Get Started Today

To speak with a trust advisor today, contact us at 740-914-8774. Frank Reinhard Regional President, Delaware/Marion Markets Phone: 740-914-8774