All locations will be closed Thursday, November 28, for Thanksgiving. We will be open regular hours on Friday, November 29.
Registration for free estate planning seminars is now open.
Creating a will is something one often procrastinates about, assuming there’s plenty of time to do so. It can be overwhelming to think about, and you..
We all have read about or seen someone on Antiques Roadshow who had a family's collection of coins or garage sale find that turned out to be worth..
If you are like many people, you may have seen or heard the term Corporate Trustee (or Corporate Fiduciary) and immediately assumed, “I don’t have..
If you are the recipient of a large sum of money through inheritance or settlement, you might be wondering what to do with it. How can you make the..
When it comes to securing the future of a disabled child, establishing a trust is a powerful and proactive step that parents should consider. A..
Christine utilizes her extensive financial and estate planning experience to develop new client relationships and works with them on estate and investment planning, including Revocable Living Trusts, IRA Rollovers, Investment Management Services and charitable giving strategies.
Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.
Creating a will is something one often procrastinates about, assuming there’s plenty of time to do so. It can be overwhelming to think about, and you may not know how to go about it, or how costly it could be.
We all have read about or seen someone on Antiques Roadshow who had a family's collection of coins or garage sale find that turned out to be worth far more than expected - rare, but it happens. What do you do with these treasures when it's time to write your will or trust?
If you are like many people, you may have seen or heard the term Corporate Trustee (or Corporate Fiduciary) and immediately assumed, “I don’t have lots of money, so I don’t need that.”If you did, you wouldn’t alone. Even the term, 'corporate trustee' seems a bit intimidating. Let’s dig into what a corporate trustee is and why, even without a huge bank account and a mansion, one may be exactly what you need.
If you are the recipient of a large sum of money through inheritance or settlement, you might be wondering what to do with it. How can you make the most of this opportunity and avoid the pitfalls that often come with sudden wealth?
When it comes to securing the future of a disabled child, establishing a trust is a powerful and proactive step that parents should consider. A special needs trust or a supplemental needs trust provides financial stability, asset protection, and preserves eligibility for government benefits. Together we will delve into the key reasons why establishing a trust for a disabled child is crucial and how it can provide long-term security and peace of mind for both the child and their family.
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