Seminars
We offer free seminars designed to give you an experienced Trust Officer’s perspective on Estate Planning and Asset Management.
Estate Services
Estate planning lets you make sure your loved ones are provided for in the best possible way.
Trust Administration
Our knowledgeable staff will help you find the right trustee for your revocable or irrevocable trust or your IRA.
Complementary Document Review
Whether you want to discuss your will, trust, Power of Attorney or other documents, our team is here to help.
Chart of the Day: Really Bad Timing May Not Be as Bad as You Think
April 29, 2025
Today’s Chart of the Day is from Mark Peterson with BlackRock. The chart, going back to 1926, shows the returns if you had been invested on the day...
Chart of the Day: 14% Downturns
April 24, 2025
Today’s Chart of the Day from OneDigital shows the return of the S&P 500 each calendar year since 1980 as well as the maximum drawdown during the...
10 Estate Planning Errors That Cost Time, Money, and Your Sanity
April 23, 2025
Estate planning often gets put on the back burner. Like the all-too-familiar ritual of tax filing procrastination, many of us recognize its...