SECURE Act: New Challenges & Planning Opportunities
Trust Services Beyond the Investment Realm
Family Business Succession: Surviving the Transition
Time for a Family Meeting
The “Why” of my Inheritance
A Backup for Your Digital Lifestyle
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…
I Have a Will, Why do I Need a Trust?
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…
Estate Planning for Vacation Homes
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…
What’s The Password Again? Planning for Digital Estates
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…