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The trust and investment staff will assist you with planning your estate in order to gain maximum benefits for both you and your heirs. Estate planning involves techniques to preserve and maximize assets for the benefit of your heirs. The amount of estate taxes is often reduced or eliminated, making more after-tax dollars and property available for the support of loved ones.
In estate administration, also known as probate, we apply our expertise to ensure that your estate is handled according to your wishes and that settlement is as quick and efficient as possible. As executor, we scrupulously carry out your plan exactly as you have specified in your last will and testament.
Estate Basics
Estate Settlement
Estate Planning and Administration
Estate Planning for Family-Owned Business
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Investment products are not deposits or obligations of, or guaranteed by Lake City Bank or any other bank, are not insured or guaranteed by the FDIC or any governmental agency and are subject to investment risks, including possible loss of principal invested. Past performance is not a guarantee of future results.
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