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Estate Planning

Proper estate planning is important in making sure the next generation is prepared for the transfer of wealth and assets.

Desktop Calendar 2020

2020: The World Reshaped

  • December 30, 2020
  • Estate Planning, Investments, Tax Planning
From millions of jobs lost, political division, civil unrest, and market swings, to remote work and school. These events have reshaped our world.
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Elderly Couple

SECURE Act: New Challenges & Planning Opportunities

  • March 10, 2020
  • Estate Planning, Tax Planning
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.
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Trust Services Beyond the Investment Realm

  • November 5, 2019
  • Estate Planning, Financial Planning Library, Videos
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.
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Family Business Succession: Surviving the Transition

  • August 22, 2019
  • Business Planning, Estate Planning
It's important to be prepared if you want your family business to survive the passing of generations.
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Time For A Family Meeting

Time for a Family Meeting

  • August 31, 2018
  • Estate Planning
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.
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The Why Of My Inheritance

The “Why” of my Inheritance

  • August 1, 2018
  • Estate Planning
What you leave behind for your family and friends to treasure is important. However, the reason behind the heirloom may be even more important.
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Backup Digital Lifestyle

A Backup for Your Digital Lifestyle

  • July 18, 2018
  • Estate Planning

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…

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I Have A Will Why Do I Need A Trust

I Have a Will, Why do I Need a Trust?

  • May 24, 2018
  • Estate Planning

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…

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Vacation Homes

Estate Planning for Vacation Homes

  • September 26, 2017
  • Estate Planning

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…

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Planning For Digital Estates

What’s The Password Again? Planning for Digital Estates

  • September 12, 2017
  • Estate Planning

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…

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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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