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| - Let Citizens National Bank create a trust and administer your affairs
- Name Citizens National Bank in your Will as Executor for your Estate
- Let Citizens National Bank help set up a trust through your Will
- Name Citizens National Bank as your Power of Attorney
Advantages:
- As an Executor of your Estate, Citizens National Bank can:
- Relieve the family from going through all the paper work involved and the responsibility in settling an Estate, especially if family members do not live in the area.
- Filing tax returns, selling property, paying all unpaid bills, filing insurance claims, etc.
- Distributing the balance of the Estate to the Heirs according to the Will
- Acting as a neutral intermediary
- As a Trustee, Citizens National Bank can act on your behalf:
- By setting up and funding a trust,, taking care of all your financial investments and paper work, paying bills, etc…
- Tax advantages (dependent on size of Trust)
- Will does not need to go through probate with the Courts
- Investment capabilities-stocks, mutual funds, certificates, etc.
- Through legal council, set up a Trust that would meet your needs
- Protect assets and fulfill your intentions
- Make objective decisions on your behalf and also on the behalf of your beneficiaries
- As Power of Attorney, Citizens National Bank may also:
- Act on your behalf to pay bills and handle your affairs
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