Understanding Retirement Options…Before and After your Retire

When it comes to your retirement there are some important questions to be answered:

1. How do I know how much I can withdraw from my retirement nest egg?
2. What are my options regarding Social Security?
3. Why is longevity risk a new challenge for retirees?
4. Why is asset allocation and diversification important?
5. How do I make sure I pass money to my beneficiaries in the most efficient way when I die?

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

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