TRUST & ESTATE PLANNING LEARNING CENTER

Helping You Understand the Importance of Proper Planning.

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

Family Business Succession
Family Business Succession: Surviving the Transition
It's important to be prepared if you want your family business to survive the passing of generations.
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Teaching Money Management Skills to Children
Teaching Financial Literacy to Your Children
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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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.
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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.
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Backup digital lifestyle
A Backup for Your Digital Lifestyle

By Gloria Johnson, Trust Administrator  In a desire to eliminate paper clutter, do you have…

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I Have a Will Why Do I Need a Trust
I Have a Will, Why do I Need a Trust?

By Jill Dobbs, CFP® - Vice President & Wealth Management Advisor Many people often ask, “I…

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Vacation Homes
Estate Planning for Vacation Homes

By Peter Harris, CFP® - Vice President & Portfolio Manager   As the fall arrives,…

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Planning for Digital Estates
What’s The Password Again? Planning for Digital Estates

One important new aspect of estate planning concerns “digital assets,” a form of property that…

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Debt After Death
Debt After Death: Don’t Fear the Reaper

By J. Bryan Allee, J.D. - Vice President & Relationship Manager   According to a…

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Revocable Trusts Still Relevant
Revocable Trusts Are Still Relevant

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

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Communicating With Your Grandchildren
Communicating With Your Grandchildren

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

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