No matter how large or how small, when assets flow from your estate to beneficiaries — whether that’s your family, a charity or others — there are inevitably legal processes that must be followed. Without a will and an effective plan of transfer, your beneficiaries could be mired in probate court or other entanglements for months or even years.
The experts at The First National Bank of Mount Dora can help you understand the steps you can take now to make sure that your assets go where you want them to go and that those receiving them don’t have to purchase expensive legal services.
Our specialized services include:
- Estate tax reduction strategies
- Probate avoidance
- Charitable gifting techniques
- Business succession planning
- Successor services
The First National Bank of Mount Dora is also the Trustee for the Mount Dora Community Trust, which can set up and manage philanthropic funds designated to improve our community.
Let's Start Planning Your Future
Give us a call at (352) 383-2111. Our estate planners are ready to help you build a better tomorrow.
Trust and Investment Services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency, and may lose value.