SEMINARS

First Community Trust provides comprehensive seminars on retirement and estate planning

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Estate Planning: An Overview of Wills, Trusts, and More

February 27 5:45 pm - 6:45 pm

Free
Dupaco Community Credit Union

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Join First Community Trust for this no-cost presentation to learn more about:

How FCT can settle estates in a professional and timely manner.  Estate settlement is a complex process requiring tax, investment, real estate, and estate planning experience. Having years of experience, First Community Trust settles estates in a professional and timely manner. We are impartial, not subject to family pressures, and as a business, there is no interruption in the settlement process due to illness, death, or life difficulties.

How the executor named in your will is your successor who must take the helm to settle your estate. It is critical that you select an executor that is prepared to perform the duties and be responsible for the following:

  • Following the terms of the Will and Probate
  • Safeguarding and Gathering assets
  • Asset Appraisal
  • Income Taxes
  • Distribution of Estate
  • Reporting & Accounting

The advantages of having a Corporate Trustee with years of experience. Our Executor services can help protect your estate and save your beneficiaries time and worry. We understand the Executor’s broad responsibilities and are well qualified to carry them out.

  • Constant Availability
  • Financial Responsibility
  • Experience
  • Group Judgment
  • Impartiality
  • Professionalism

Details

Date:
February 27
Time:
5:45 pm - 6:45 pm
Cost:
Free
Event Category:

Venue

Dupaco Community Credit Union – Dubuque
3999 Pennsylvania Ave
Dubuque, IA 52001 United States
+ Google Map
Phone:
563-690-0029

Organizer

Jim Liddle
Phone:
563-690-0029
Email:
jliddle@fctrust.com