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Preferred Branch

Mason City (641)423-1600 Change Location

Your Preferred Branch

Mason City Change Location

2601 4th Street SW
Mason City, IA 50401

Tel. (641)423-1600

Monday-Thursday: 9:00am - 4:00pm
Friday: 9:00am - 5:00pm
Sat: 9:00am - 12:00pm
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Change Preferred Branch

  • Charles City Branch
    300 North Main Street
    Charles City, IA 50616

  • Clarion Branch
    315 Central Avenue East
    Clarion, IA 50525

  • Kanawha Branch
    220 North Main Street
    Kanawha, IA 50447

  • Latimer Branch
    119 North Akir Street
    Latimer, IA 50452

  • Mason City State Street Branch
    33 East State Street
    Mason City, IA 50401

  • Mason City West Branch
    2601 4th Street SW
    Mason City, IA 50401

  • Mora Branch
    730 Forest Ave East
    Mora, MN 55051

  • New Hampton Branch
    124 West Main Street
    New Hampton, IA 50659

  • Osage Branch
    501 Main Street
    Osage, IA 50461

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We will review your financial situation to analyze the most efficient methods for transferring wealth to next generations!

Creating an Estate Plan can be intimidating, we help you organize your goals and provide guidance on your options. We believe in the team approach to estate planning and work with your CPA and Attorney to develop your plan.

Regardless of the size, value, or complexity of your Estate, your should have an Estate Plan. Proper planning ensures that your wishes are accurately honored and your property passes to the individuals and organizations of your choice.

Our process:

  1. Start by listing all of your assets: These include real property, investment property, business ownership interests, IRA accounts, bank accounts, life insurance policies, annuities, etc.
  2. Gather beneficiary designations. Many accounts like IRAs, life insurance policies, annuities, or bank accounts pass upon your death by a designated beneficiary listed specifically for that asset. It is particularly important to review these designations when creating or changing your Estate Plan to ensure your assets pass according to your wishes.
  3. Assist in developing your goals and who you want to leave property to. List the goals you want to accomplish in your Estate Plan. This may include establishment of a Revocable or Irrevocable Trust. See our Resources page for more information or contact us to learn more.
  4. Consider who you want to serve as Executor and/or Trustee, if applicable. The Executor is the person or entity responsible for carrying out the directions or your Will. Serving as someone's Executor can be both an honor and a burden.

We are happy to serve as Executor or Co-Executor to take the burden off your family and provide expert assistance.

Products provided by First Citizens Wealth Management are not insured by the FDIC, are not deposits of the bank and are not guaranteed by this institution; and, are subject to investment risks, including possible loss of the principal invested. Please note that neither First Citizens Bank nor the First Citizens Wealth Management department provide tax or legal advice. You should always consult an attorney along with a tax professional to determine how to prepare the best estate plan for your situation.

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