Articles

Key Estate Planning Documents You Need

There are five estate planning documents you may need, regardless of your age, health, or wealth:

Read more

What You Can Do with a Will?

A will is often the cornerstone of an estate plan. Here are five things you can do with a will.

Read more

Transitioning into Retirement

The retirement "zone"

If you're considering retirement within the next five years or so, you're in the retirement "zone." This is a critical time period during which you'll be faced with

Read more

Money Minute: Do You Have These Estate Planning Documents?

A comprehensive Estate Plan generally consists of several documents. Of course, there is your Will which transfers certain assets going through the probate process. A Revocable Living Trust, if

Read more

Future of the Federal Estate Tax

While no one can predict the future, the possibility of tax reform is once again in the spotlight. If it occurs, it may very well include repeal of the federal estate tax and related changes to

Read more

Top 10 Reasons to Use a Corporate Trustee

  1. Experience

    Corporate trustees are experienced in the administration of trusts and estates.  They can act more efficiently and knowledgeably in fiduciary matters.  A good Trust Officer has

Read more

What It Means to Be a Financial Caregiver for Your Parents

If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances. Whether that time is in the near future or

Read more
1