47 E Main Street
Ephrata PA 17522
(717) 733-6576
(877) 773-6605
Hours of Operation
Mon - Fri: 8:30 AM to 5:00 PM
and by appointment
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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
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- Pay claims
- Collect debts
- Provide reports to court and/or heirs
- Distribute assets
- Use our expertise and impartiality to carry out your wishes
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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.
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