Skip to content

TRUST & ESTATE PLANNING LEARNING CENTER

Helping You Understand the Importance of Proper Planning.

ASK A TRUST OFFICER | A Video Series to Answer Your Questions About Trust & Estate Planning

Family cooking dinner in the kitchen.
The Sandwich Generation, Part I: Protecting Your Parents’ Financial Future
Is U.S. Cash Still King?
The basics of medicare.
Medicare 101: The Basics
WhatDoesFiduciaryMean_ArticleGraphic
What It Means to Be a Fiduciary
AATO_ChildrenMoney
Ask a Trust Officer – Children & Money
retirement-tax-trap
Ask A Trust Officer – Residency Tax Trap | Central Trust
ATO-I-Have-A-Will-Why-Do-I-Need-A-Trust
Ask a Trust Officer – I Have a Will, Why Do I Need A Trust?
ATO 401(k) Protection Plans
Ask a Trust Officer – 401(k) Protection Programs – Central Trust

RECENT TRUST & ESTATE PLANNING INSIGHTS | Helping Provide a Deeper Understanding

A room full of antiques.
What happens to all my stuff?
Ensure your estate plan addresses every detail, including your personal belongings. This guide outlines the pros and cons of various methods for managing assets like household goods, jewelry, and collectibles.
Read Full Article
A male and female wedding ring on a table.
The Power of Prenuptial Agreements: Removing the Stigma and Creating Financial Harmony
Uncover the modern role of prenuptial agreements in financial planning and estate management. See how these agreements foster transparency, protect assets, and promote financial harmony in marriage.
Read Full Article
A family eating and laughing at a table.
Innovative Approaches to Modern Estate Planning
Secure your family's future with tailored estate planning. Trusts, wills, and durable powers of attorney are essential for protecting your loved ones and addressing unique challenges.
Read Full Article
Estate Planning Graphic
Estate Planning: Not Only for the Rich & Famous
Many individuals believe that estate planning is only for the very wealthy and required to save on estate taxes. However, an estate plan can be so much more.
Read Full Article
Trust Terminology
Explore the essential vocabulary of trusts, including the roles of trustees and beneficiaries, and the differences between revocable and irrevocable trusts.
Read Full Article
Employee standing in the office with a smile.
Estate Planning for Executives
Find out how top executives navigate complex financial landscapes, from estate planning to retirement. Ensure a seamless transition into retirement with an integrated approach and a team of advisors focused on your best interests.
Read Full Article
CTC_Estate Planning Landowners_2022
Estate Planning for Landowners
When a family owns land, it can mean many things to different members of the family. Working with a team of professionals to plan for your estate is an important decision to reach the desired outcome for your legacy property.
Read Full Article
WomenDecisionMakers_Graphic
Women and Their Role as Financial Decision Makers
Women are a large part of the workforce. They are often times directly involved in their households’ investment and financial decisions.
Read Full Article
Probate Article_Graphic
Probate Avoidance and the Revocable Living Trust
Probate can be public, time consuming, and expensive. But, it can also be easily avoided when the proper steps are taken.
Read Full Article
What is a GRAT_Graphic
Tax & Estate Strategies: What is a GRAT and Do You Need One?
While Grantor Retained Annuity Trusts (GRAT) can seem complex to some, they can really be simple when broken down. Because GRATs have the potential to provide significant tax benefits when interest rates are low, today’s interest rate environment may provide a good opportunity.
Read Full Article
What If Something Happens To You
What If Something Happens To You Tomorrow? | Central Trust
Incapacity can befall anyone at any time. The best way to protect your family and assets in the event that disability strikes is to take the necessary steps when there is no doubt that you are fully capable of acting on your own behalf.
Read Full Article
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.
Read Full Article
Can a Trust Protect Your Child's Inheritance_Thumbnail
Can a Trust Protect Your Child’s Inheritance? | Central Trust
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.
Read Full Article
Estate Planning Report
Estate Planning Report | May/June 2021 | Central Trust
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.
Read Full Article
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.
Read Full Article
Estate Planning for Digital Assets_Graphic
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?
Read Full Article
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?
Read Full Article
Elderly Couple
SECURE Act: New Challenges & Planning Opportunities
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.
Read Full Article
Positive old couple meeting with their insurance agent
Trust Services Beyond the Investment Realm | Central Trust
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.
Read Full Article
Family Business Succession
Surviving the Transition for a Family Business | Central Trust
It's important to be prepared if you want your family business to survive the passing of generations.
Read Full Article
Time for a Family Meeting
Time for a Family Meeting
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.
Read Full Article
The Why of my Inheritance
The “Why” of my Inheritance
What you leave behind for your family and friends to treasure is important. However, the reason behind the heirloom may be even more important.
Read Full Article
Backup digital lifestyle
A Backup for Your Digital Lifestyle

In a desire to eliminate paper clutter, do you have bills and statements come to…

Read Full Article
Vacation Home
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.
Read Full Article
Empty Wallet
Debt After Death: Don’t Fear the Reaper | Central Trust Company

By J. Bryan Allee, J.D. - Vice President & Chief Fiduciary Officer   According to…

Read Full Article
Revocable Trusts Still Relevant
Revocable Trusts Are Still Relevant

By Trenny Garrett, J.D. - Senior Vice President & Relationship Manager   Since the estate…

Read Full Article
Communicating With Your Grandchildren
Communicating With Your Grandchildren | Central Trust

By Jill Dobbs, CFP®, Vice President & Wealth Management Advisor Communicating with your grandchildren can…

Read Full Article