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…
When was the last time you reviewed your estate plan? If you haven’t reviewed your plan since the day you originally signed documents at your attorney’s office, you’re not alone.
In today’s digital world, almost everyone has online accounts. Have you thought about what will happen to these assets when you're gone?
You’ve worked hard to accumulate an estate that you hope to pass onto your children, but have you talked to them about it?
From millions of jobs lost, political division, civil unrest, and market swings, to remote work and school. These events have reshaped our world.
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.
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.
It's important to be prepared if you want your family business to survive the passing of generations.
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.
What you leave behind for your family and friends to treasure is important. However, the reason behind the heirloom may be even more important.