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

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Ask a Trust Officer – Children & Money
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Ask A Trust Officer – Residency Tax Trap
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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
ATO-How-to-Survive-Tax-Season
Ask a Trust Officer – How to Survive Tax Season
Helping Yourself After The Loss of a Spouse
Ask a Trust Officer – Helping Yourself After the Loss of a Spouse

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

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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.
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Woman 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.
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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.
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Tax and 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.
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What If Something Happens To You
What If Something Happens To You Tomorrow?
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.
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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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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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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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2020: The World Reshaped
From millions of jobs lost, political division, civil unrest, and market swings, to remote work and school. These events have reshaped our world.
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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.
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Trust Services Beyond the Investment Realm
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.
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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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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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A Backup for Your Digital Lifestyle

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

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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,…

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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.
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Empty Wallet
Debt After Death: Don’t Fear the Reaper

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

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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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