Estate Planning
The professionals at F.N.B. Wealth Management seek to create estate plans to help manage your assets while you are alive and provide for your family when you are no longer with them.
The professionals at F.N.B. Wealth Management seek to create estate plans to help manage your assets while you are alive and provide for your family when you are no longer with them.
With an Estate Plan from F.N.B. Wealth Management we seek to develop a plan to transfer assets to your heirs. You will relieve the burden on your family by developing a plan that eases the administration of your estate and seeks to give them peace of mind. We work with you to help manage and preserve your assets.
You’ve worked hard to build your assets. You want to be sure that they are managed well now and after death. Your objectives may be to provide for your family, protect and educate your children, and distribute your assets according to your wishes after you are gone.
F.N.B. Wealth Management works with you to help plan for the future while seeking to minimize the time and administrative costs. We review your estate plan every 3 to 5 years to adjust for changes to your life as well as changes to tax laws. We seek to help you to meet your investment objectives now and for the future transfer of assets to those important to you.
Let our professionals help seek to provide you and your family peace of mind with an estate plan that is crafted and periodically reviewed.
With a wide range of offerings, including trust management, retirement planning, education savings, and investment portfolio management we seek to plan for your short- and long-term objectives.
Learn MoreF.N.B Investment Advisors, Inc. is a registered investment adviser. Registration of an Investment Adviser does not imply any level of skill or training. Additional information about us is also available on the SEC’s website at https://www.adviserinfo.sec.gov
, using CRD # 109515 and SEC # 801-56609.
Products and services offered through F.N.B. Wealth Management, which refers to the combined offerings of First National Trust Company, F.N.B. Investment Advisors, Inc., and F.N.B. Investment Services (a marketing name for Cetera Investment Services LLC/Cetera Investment Advisers LLC). Investments are:
| Not FDIC Insured | No Bank Guarantee | May Lose Value |
| Not Insured by Any Federal Government Agency | Not a Bank Deposit | |
F.N.B. Wealth Management does not provide legal, tax or accounting advice.
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