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