Estate Planning for Vacation Homes
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 quite as much as you had dreamed.
Debt After Death: Don’t Fear the Reaper
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…
Revocable Trusts Are Still Relevant
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…
Communicating With Your Grandchildren
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…