Estate Planning

No matter what the size of your estate, how your money is handled is important.

Ephrata National Bank's Money Management Group works "the old-fashioned way". We don't look at the size of your account - we listen to your needs, and we help you meet them.

The benefits of working with Ephrata National Bank's Money Management Group include:

Low minimums to set up accounts
Flexible options
Customized programs based on your needs
Available for businesses or individuals

Our experienced group of professionals can work with you to plan your estate with your attorney, life underwriter, and accountant to ensure that your wishes are carried out. Through estate planning, we can also help minimize tax burdens on your heirs.

By naming Ephrata National Bank's Money Management Group as your Executor, we can help settle your estate quickly and in exactly the way you want.

As your Executor, we can:

Probate wills
Safeguard assets
Assemble, inventory, and appraise assets
Handle estate bookkeeping
File tax returns

Pay claims
Collect debts
Provide reports to court and/or heirs
Distribute assets
Use our expertise and impartiality to carry out your wishes

Contact ENB's Money Management Group today for more information on estate planning.

Investment Disclosure

Investments are not FDIC insured, are not deposits or other obligations of the bank or guaranteed by the bank, involve risks, including possible loss of principal amount invested.

Fees for Ephrata National Bank's Money Management Group services are based on the degree of responsibility assumed by the department, the market value of the assets assigned to the account and the amount of income earned. In most cases, fees may be deductible for income or estate tax purposes.