2020: The World Reshaped
From millions of jobs lost, political division, civil unrest, and market swings, to remote work and school. These events have reshaped our world.
SECURE Act: New Challenges & Planning Opportunities
The SECURE Act was intended to expand opportunities for taxpayers to save for retirement and to simplify administration for retirement accounts. It has resulted in unique challenges and planning opportunities in the estate planning arena.
Trust Services Beyond the Investment Realm
What’s unique about working with Central Trust Company is that we can advise you about our many service offerings outside of just the investment realm.
Family Business Succession: Surviving the Transition
It's important to be prepared if you want your family business to survive the passing of generations.
Time for a Family Meeting
Although it has often been regarded as an unspeakable topic, it is important to talk to your family, especially your adult children, about finances before you are gone.
The “Why” of my Inheritance
What you leave behind for your family and friends to treasure is important. However, the reason behind the heirloom may be even more important.
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…