Proper estate planning is important in making sure the next generation is prepared for the transfer of wealth and assets.
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 something happens to you? What…
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…
By J. Bryan Allee, J.D. - Vice President & Chief Fiduciary Officer 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…
By Trenny Garrett, J.D. - Senior Vice President & Relationship Manager Since the estate tax exemption was raised a few years ago to over $5 million per person and indexed for inflation, many people think that revocable living trusts…