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LEARNING CENTER | Providing a Deeper Understanding

Investments

Our portfolio managers help take the complexity out of investing, and provide you with insights into the markets and current investment topics.

Trust & Estate Planning

Our trust officers address common questions and issues related to trusts and estate planning.

Tax Center

Our tax center has valuable information including filing dates, form availability, and insights related to in depth tax topics.

Financial Planning

Learn more about how financial planning can help you determine when you can retire and if you will be able to sustain your current spending habits.

Retirement Plan Services Center

Learn more about your fiduciary responsibility as a retirement plan sponsor.

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RECENT INSIGHTS | The Latest Information From Our Trusted Advisors

AATO_ChildrenMoney
Ask a Trust Officer – Children & Money
Regardless of the age of your children, the first step in educating them about finances is communicating what money means to you.
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Virtual Currency-Tax Tip
Tax Tip of the Day: Spending Virtual Currency
Every time virtual currency is “spent” on goods & services, a taxable transaction has occurred that needs to be reported on your tax return!
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Family Planning
The SECURE Act & Your Estate Plan
The rules regarding withdrawals from inherited IRAs dramatically changed for IRA beneficiaries with the SECURE Act, passed just before 2020.
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Can a Trust Protect Your Child’s Inheritance?
A common estate plan might provide that upon your death, your assets will be distributed to your children. While that has the benefit of being simple, there can be risks.
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Estate Planning Report
Estate Planning Report – May/June 2021
Our May/June 2021 Estate Planning Report is now available! Included is the feature article "DAF Notes". Also featured are Cases & Rulings and Washington Talk, a discussion of hot topics in the nation's capital.
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The Central View Q1 2021
Join our investment team for a look at our insights into the markets and the economy for the first quarter of 2021.
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Do Your Need To Revisit Your Estate Plan?
Is it Time to Revisit Your Estate Plan?
When was the last time you reviewed your estate plan? If you haven’t reviewed your plan since the day you originally signed documents at your attorney’s office, you’re not alone.
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Estate Planning for Digital Assets
In today’s digital world, almost everyone has online accounts. Have you thought about what will happen to these assets when you're gone?
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Couple On The Beach
Vaccines, Variants, and Vacations: The Future of Safe Travel
The changes and disruptions incurred in 2020 are well known and documented. But there is a new optimism, as roughly 80% of travelers have established plans during the next six months.
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Planning For RMDs Desk Set Up
Planning for RMDs in 2021
Amid a great deal of uncertainty in 2020 due to the ongoing coronavirus pandemic, we find ourselves once again navigating uncertain waters as it relates to tax planning for tax year 2021.
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Children And Inheritance
Talking to Children About Inheritance
You’ve worked hard to accumulate an estate that you hope to pass onto your children, but have you talked to them about it?
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2021 Tax Season Checklist
To prepare for tax filing season, there are several things you should take into consideration.
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