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 have a will, do I need a trust?” The answer can be complicated, but for many people, the desire to avoid probate necessitates doing…

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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 tax exemption was raised a few years ago to over $5 million per person and indexed for inflation, many people think that revocable living trusts…

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