Park National Bank

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Today: 9:00 am - 5:00 pm

Tomorrow: 9:00 am - 5:00 pm

(614) 228-0063Call Visit WebsiteVisit Website Map & DirectionsDirections140 E Town St Ste 1400Columbus, OH 43215 Write a ReviewWrite Review

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Mon - Fri:	9:00 am - 5:00 pm

Park National Bank

Avoiding Probate
A trust is a legal document designed to carry out the management and distribution of your assets during and after your lifetime. A trust can help you keep control over your assets while you are living or if you become physically or mentally incapacitated. After you pass away, a trust can help you avoid probate, reduce legal fees, and even provide tax savings. If you have concerns about your heirs receiving assets outright, a trust can help by providing guidance on how they will receive their inheritance.

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More Info

Email: Email Business
Extra Phones: Phone: (614) 398-2578
Neighborhood: Downtown Columbus
AKA: Park National Bank: Downtown Columbus
Other Link: http://www.parknationalbank.com
Categories: Banks, Loans, Mortgages, Savings & Loans

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Phone: (614) 228-0063

Address: 140 E Town St Ste 1400, Columbus, OH 43215

Website: http://www.parknationalbank.com

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Park National Bank

Avoiding Probate
A trust is a legal document designed to carry out the management and distribution of your assets during and after your lifetime. A trust can help you keep control over your assets while you are living or if you become physically or mentally incapacitated. After you pass away, a trust can help you avoid probate, reduce legal fees, and even provide tax savings. If you have concerns about your heirs receiving assets outright, a trust can help by providing guidance on how they will receive their inheritance.
Roth IRA
In a roth IRA, the contributions you make have already been taxed and are not tax-deductible. Since you’ve already paid taxes on these funds, you are not subject to income tax at withdrawal. You can even take certain early distributions without paying an early withdrawal penalty. If you have had your Roth IRA for more than 5 years and are at least 59 1/2 years old, distributions from the account are tax-free and penalty free. This means that the earnings your Roth IRA generates are considered tax-free.
Tax Deductions
A savings incentive match plan for employees IRA gets an acronym that describes it pretty well: SIMPLE. You can contribute to an individual tax-deferred retirement plan either for yourself or your employees. Match employee contributions up to 3% of their salary and take tax-deductions for your company’s contributions.
Income Tax
With a traditional IRA, money deposited into the account may be tax-deductible and is not subject to income tax until you withdraw funds. This ability to delay when taxes are paid can be an advantage to some investors.

Investment Management
At the end of the day, you are the most important part of investing. Where you want to be, what you hope to achieve, and how you want to live – all of that truly matters to us. We’ll get to know you and use our experience and expertise to make your vision a reality.
Mutual Funds

Accounting Services
Make payment processing more efficient for you, your employees, and your clients. Simplify payroll and accounting services with uses like these...
Payroll Services
Simplify recurring payments and payroll services with automated clearing house (ACH), an electronic system for processing payments. Using ACH is a smart way to maximize your business’s cash position while reducing paperwork and processing costs.

Financial Planning
If you are a new or aspiring investor looking to start your financial planning journey, look no further! Park National Bank has engaged Polaris Investments, a third-party advisory service, to provide you an opportunity to invest on your own terms, regardless of your total savings. This service
Retirement Planning
An individual retirement account (IRA) can play a huge role in your retirement strategy. There are different types of IRAs with different unique benefits, and none of our IRAs have a maintenance fee. Understanding your options can better prepare you for retirement.
Asset Management
Handling financial decisions for those who can no longer choose for themselves is a responsibility we take seriously. As guardian of your estate, we’ll help you craft an investment plan to meet the needs of your beneficiaries and ensure that your wishes are carried out. We work regularly with many of the probate courts and offer a trained voice of experience for both asset management and court reporting.
Living Trusts

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