Ask A Trust Officer – Residency Tax Trap
Regardless of the age of your children it is important to educate them about money and the concepts of earning, spending, saving, investing, and giving.
Ask a Trust Officer – I Have a Will, Why Do I Need A Trust?
Having a will doesn't always mean you can avoid probate, but having a trust can be beneficial in avoiding it.
Ask a Trust Officer – How to Survive Tax Season
In this edition of "Ask a Trust Officer," Jill Dobbs, CFP® explains how getting organized now can save you a lot of time and stress as tax season officially kicks off.
Ask a Trust Officer – Helping Yourself After the Loss of a Spouse
One of the biggest causes of family arguments after the passing of a loved one is who gets the inheritance. By talking to your children about this early on, you are likely to avoid squabbles and provide meaning to what you are leaving behind.
Should You Use Your Retirement Savings to Pay for College?
Deciding when and how to save for a child’s future college education, while saving for your retirement, is quite a balancing act.
The Role of a Trusted Advisor
The trust advisor plays a large role in a client's life, helping with things like estate planning, tax planning, investment management, and more. As Central Trust's Evan Sowers explains, your trust advisor provides a unique perspective that you won't find anywhere else.