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Ask a Trust Officer

Ask A Trust Officer is a video series where we break down some of the most common topics related to your trust, estate, and wealth management needs.

Ask A Trust Officer – Residency Tax Trap

  • October 2, 2019
  • Ask a Trust Officer, Videos
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.
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Ask a Trust Officer – I Have a Will, Why Do I Need A Trust?

  • April 9, 2019
  • Ask a Trust Officer, Videos
Having a will doesn't always mean you can avoid probate, but having a trust can be beneficial in avoiding it.
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Ask a Trust Officer – 401(k) Protection Programs

  • March 5, 2019
  • Ask a Trust Officer, Retirement, Videos
The success of your retirement depends largely on what you do with the money in your qualified retirement plan.
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ATO-How-to-Survive-Tax-Season

Ask a Trust Officer – How to Survive Tax Season

  • January 9, 2019
  • Ask a Trust Officer, Tax Planning, Videos
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.
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Ask a Trust Officer – Helping Yourself After the Loss of a Spouse

  • July 10, 2018
  • Ask a Trust Officer, Videos
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.
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Disclaimer

Products and services offered by Central Trust Company are not insured by the FDIC, are not deposits of or guaranteed by any depository institution or affiliate bank and are subject to investment risks, including possible loss of principal amount invested. Insurance products are available through and underwritten by non-affiliated insurance companies.

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