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The holiday season is a time for celebration, generosity, and connecting with loved ones. Unfortunately, it’s also a time when scammers ramp up their..
When it comes to estate planning and wealth management, trusts are a powerful tool that can help you achieve a variety of goals, from avoiding..
Angie has completed all three years of Trust School through the American Bankers Association and is currently pursuing her certification as a Trust and Financial Advisor. Her responsibilities include trust administration, retirement planning, investment management, developing asset protection strategies, addressing tax and estate planning issues, and implementing plans to reach clients’ goals.
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.
The holiday season is a time for celebration, generosity, and connecting with loved ones. Unfortunately, it’s also a time when scammers ramp up their efforts. With more shopping, traveling, donating, and digital activity happening this time of year, fraudsters see the holidays as the perfect opportunity to take advantage of distracted, overwhelmed, or kind-hearted people.
When it comes to estate planning and wealth management, trusts are a powerful tool that can help you achieve a variety of goals, from avoiding probate to protecting your assets from creditors. Trusts are legal structures that allow a third party, known as a trustee, to hold and manage assets on behalf of designated beneficiaries. Understanding the different types of trusts and the benefits they provide can help you make informed decisions about how to best manage and transfer your assets.
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