No matter your net worth, it is important to have an estate plan in place. First Citizens has the expertise needed to help determine your estate planning objectives and address the issues that are most important to you.
We begin the estate planning process with a private meeting to help you identify your unique set of goals. These goals may include the transfer of assets, protecting family farms and gas royalties for future generations, planning for nursing home costs, mitigating tax liabilities, and preparing for incapacity. As an integral part of the team, we work with your attorney, accountant, and other advisors to implement an estate plan that best achieves these goals.