Proper estate planning is important in making sure the next generation is prepared for the transfer of wealth and assets.
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…
By Jill Dobbs, CFP®, Vice President & Wealth Management Advisor Communicating with your grandchildren can be tough these days. They may live miles away and you may only get to see them a few times a year. Even if they…