The First National Bank in Amboy is the only locally owned Trust Department in Lee County. We are a full-service Trust Department, which means we are willing to go above and beyond for our clients in fulfilling their wishes. We have been serving our communities with trust services for over 40 years. Our trust staff has over 50 years of combined experience. We can provide you with personal and professional financial management on a local level. We feel the personal service and communication that we provide are essential in order for us to meet your needs.
Our Trust Department provides professional asset management and security for families. We are a full-service Trust Department. Our promise is to take care of your needs for you and your loved ones; whether it is with an Agency account, Trust account, or an Estate account. There are several kinds of trusts, all serving different and specific purposes. All trusts have one thing in common; they are a means of ensuring that your property will be handled, and ultimately passed on, in the way you so desire.
Our first step will be to discuss your financial situation and determine what your current needs are. Next, we’ll provide suggestions to fulfill those needs in either a trust or an agency account that will be beneficial to you and your family. We can show you that establishing a trust does not have to be expensive. In fact, it can be a very inexpensive way to provide you and your family with professional security and administration of your assets.
Once you have made a final decision on the type of trust or agency account that will best serve your needs, we will guide you through all the steps necessary to put your financial plan in action.
Some of the major reasons to establish a trust are:
- To avoid probate
- To provide professional administration if you are disabled, or become disabled
- To provide minors with professional administration
- To provide a means to pass assets to family members as you wish, when you wish
- To ensure professional administration of your investments
Sarah L. Wittenauer, Trust Operations
How to Get Started
You are invited to become acquainted with the many services offered by the Trust Department of The First National Bank in Amboy. Our staff will be pleased to assist you and your attorney in selecting those services that meet your specific needs. We are willing to meet with you at any of our convenient locations in Amboy, Dixon, Monroe Center and Franklin Grove.
Contact us today at 815-857-3625 ext. 5302 or email firstname.lastname@example.org to set up an appointment. We would be happy to help you with any questions you may have!
The trust and estate world is constantly changing. We will keep you up to date on all the new laws and regulations. We will also advise you of how the new laws and regulations will affect your trust or agency account and offer our recommendations on how you can best incorporate those laws into your financial plan.