Wealth Management Blog Posts

March 14, 2025 Wealth Management

Tax Season Brings More Fraudsters

Protect yourself this tax season! Fraudsters are on the rise, posing as the IRS to steal your personal and financial information. Learn how to spot…

January 31, 2025 Wealth Management

Key Considerations in Reviewing Your Estate Plan

Ensure your estate plan is up to date with key considerations like asset distribution, gifting, tax planning, and family dynamics. Learn how First Citizens Wealth…

September 13, 2024 Wealth Management

Benefits of Holding Farmland in Trust

Land is an asset that is often handed down from generation to generation. With considerable assets invested in the farming operation, it is import for…

June 14, 2024 Wealth Management

Financial Future of Your Family

So what can a Trust accomplish? Read this blog post to see how working with a Trust Officer could be beneficial for you and your…

March 15, 2024 Wealth Management

Avoiding Tax Scams

Be aware of tax scams this tax season! Read this blog for tips on avoiding tax scams.

December 1, 2023 Wealth Management

Year-End Qualified Charitable Distributions: A Smart Tax Strategy

Year-end qualified charitable distributions (QCDs) have become a popular and tax-efficient method for achieving both of these objectives. This article explores the concept of year-end…

November 2, 2022 Wealth Management

Why Name a Corporate Trustee as Executor or Trustee?

Read about what a Corporate Trustee is, and why you may want one. First Citizens Wealth Management is here to help!

September 19, 2022 Wealth Management

September is Life Insurance Awareness Month!

September is Life Insurance Awareness month! First Citizens Wealth Management is here to help you navigate how your family would be impacted if you were…

September 12, 2022 Wealth Management

I Don't Need Life Insurance, I'm Still Young

September is Life Insurance Awareness Month! Myth: “I Don’t Need Life Insurance I’m Still Young.”

March 28, 2022 Wealth Management

Aging with Grace

Aging with grace can be easy with First Citizens Wealth Management. Read more about our general overview of methods that can be utilized to support…