ASK A TRUST OFFICER | A Video Series to Answer Your Questions About Trust & Estate Planning
RECENT TRUST & ESTATE PLANNING INSIGHTS | Helping Provide a Deeper Understanding
July 1, 2021
The rules regarding withdrawals from inherited IRAs dramatically changed for IRA beneficiaries with the SECURE Act, passed just before 2020.
May 5, 2021
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.
April 28, 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.
April 15, 2021
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.
April 2, 2021
In today’s digital world, almost everyone has online accounts. Have you thought about what will happen to these assets when you're gone?
March 22, 2021
You’ve worked hard to accumulate an estate that you hope to pass onto your children, but have you talked to them about it?
December 30, 2020
From millions of jobs lost, political division, civil unrest, and market swings, to remote work and school. These events have reshaped our world.
March 10, 2020
The SECURE Act was intended to expand opportunities for taxpayers to save for retirement and to simplify administration for retirement accounts. It has resulted in unique challenges and planning opportunities in the estate planning arena.
November 5, 2019
What’s unique about working with Central Trust Company is that we can advise you about our many service offerings outside of just the investment realm.
August 22, 2019
It's important to be prepared if you want your family business to survive the passing of generations.
August 31, 2018
Although it has often been regarded as an unspeakable topic, it is important to talk to your family, especially your adult children, about finances before you are gone.
August 1, 2018
What you leave behind for your family and friends to treasure is important. However, the reason behind the heirloom may be even more important.
July 18, 2018
By Gloria Johnson, Trust Administrator In a desire to eliminate paper clutter, do you have…
May 24, 2018
By Jill Dobbs, CFP® - Vice President & Wealth Management Advisor Many people often ask, “I…
September 26, 2017
By Peter Harris, CFP® - Vice President & Portfolio Manager As the fall arrives,…
September 12, 2017
One important new aspect of estate planning concerns “digital assets,” a form of property that…
August 31, 2017
By J. Bryan Allee, J.D. - Vice President & Relationship Manager According to a…
August 16, 2017
By Trenny Garrett, J.D. - Senior Vice President & Relationship Manager Since the estate…
July 31, 2017
By Jill Dobbs, CFP®, Vice President & Wealth Management Advisor Communicating with your grandchildren can…