Proper estate planning is important in making sure the next generation is prepared for the transfer of wealth and assets.
By Gloria Johnson, Trust Administrator In a desire to eliminate paper clutter, do you have bills and statements come to you online? It is wonderful when you have less paperwork to sort through, file, or dispose of, but what if…
By Jill Dobbs, CFP® - Vice President & Wealth Management Advisor Many people often ask, “I have a will, do I need a trust?” The answer can be complicated, but for many people, the desire to avoid probate necessitates doing some…
By Peter Harris, CFP® - Vice President & Portfolio Manager As the fall arrives, you may very well be winding down the season at your beloved vacation home. For others, you may find yourself not using a vacation home…
One important new aspect of estate planning concerns “digital assets,” a form of property that only recently has come into existence. Simply stated, digital assets are electronic ones and zeros; that is, information inscribed on a tangible medium or stored…
By J. Bryan Allee, J.D. - Vice President & Relationship Manager According to a study in 2016, the average U.S. household carries $16,748 in credit card debt, $28,948 in auto loans, and $176,222 in mortgage debt. Total consumer debt…