Educational 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.
Complimentary 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: Net Worth in Stocks
January 20, 2026
Today's Chart of the Day, shared by dc_economics on Instagram, highlights a shift from historical trends related to household net worth.
Chart of the Day: Estate Plan Updates - When and Why
January 13, 2026
Today’s Chart of the Day, prepared by Victoria Lurie at Caring.com, highlights findings from the 2025 Wills and Estate Planning Study.
Chart of the Day: Does it Make Cents?
January 8, 2026
Today’s Chart of the Day comes from Kelly Phillips Erb at Forbes and discusses the elimination of the penny in 2025.