First National Bank in Olney
depositsloansonline bankingserviceskidscommunityLearning Center
First National Investment Center


Estate Strategy

After you have accumulated a nest egg, how do you pass it back to the next generation without Uncle Sam taking a bite out of it?

First National Investment Center works with clients to provide creative alternatives to reduce their tax liability. Our strategies help clients to pass on their hard-earned money on a tax favored basis.


 

Visit another First National Investment Center Page:

 

ICA Privacy Policy | Member FINRA | SIPC
Copyright 2011, First National Bank in Olney | All Rights Reserved

Investment Centers of America, Inc. (ICA), member FINRA/SIPC, and a Registered Investment Advisor is not affiliated with First National Bank in Olney and/or First National Investment Center. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are *not insured by the FDIC or any other Federal Government agency *not a deposit or other obligation of, or guaranteed by any bank or its affiliates *subject to risks including the possible loss of principal amount invested. First National Investment Center does not provide tax or legal advice.