Ask a Trust Officer – Children & Money
Regardless of the age of your children, the first step in educating them about finances is communicating what money means to you.
Ask A Trust Officer – Residency Tax Trap
Regardless of the age of your children it is important to educate them about money and the concepts of earning, spending, saving, investing, and giving.
Ask a Trust Officer – I Have a Will, Why Do I Need A Trust?
Having a will doesn't always mean you can avoid probate, but having a trust can be beneficial in avoiding it.
Ask a Trust Officer – 401(k) Protection Programs
The success of your retirement depends largely on what you do with the money in your qualified retirement plan.
Ask a Trust Officer – How to Survive Tax Season
In this edition of "Ask a Trust Officer," Jill Dobbs, CFP® explains how getting organized now can save you a lot of time and stress as tax season officially kicks off.
Ask a Trust Officer – Helping Yourself After the Loss of a Spouse
One of the biggest causes of family arguments after the passing of a loved one is who gets the inheritance. By talking to your children about this early on, you are likely to avoid squabbles and provide meaning to what you are leaving behind.