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We will be closed Monday, January 19, in observance of Dr. Martin Luther King, Jr. Day.

Production of the U.S. penny has officially ended. Learn what this means for you.

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Trust Administration

We’re here to help however we can.

Trust management involves making decisions in the present while trusting someone to carry them out in the future.

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Our trust administrators work alongside you as you make your present decisions, and they ensure that your wishes will be followed. 

Our trust administration services include:
  • Revocable Living Trusts
  • Irrevocable Trusts
  • Charitable Remainder Trusts
  • Grantor Retained Trusts
  • IRA and Roth IRA Management
  • Public or Private Foundation Management
  • Guardianship Management
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Through our premium trust attention, we’ll:
  • Coordinate estimated tax payments working with your tax accountant or preparer
  • Process bills (unlimited) and medical claims
  • Facilitate caregiver services, including transportation
  • Manage your checkbook and any real estate held in trust
  • Arrange home repairs and capital improvements
  • Organize medical and prescription services
  • Make personal visits
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Meet with one of our specialists today for a document review.

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Blog

On Our Minds

Pie chart showing when Americans last updated their estate plans.
Chart of the Day

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.

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Chart with images of pennies, nickels, dimes and quarters showing the face values and cost of making each coin.
Chart of the Day

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.

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Image of two hands typing on a laptop with ransomware warning appearing on the screen.
Security and Fraud Prevention

Don’t Get Scammed: 15 Fraud Risks to Watch Closely

December 31, 2025

As we welcome a new year, many of us focus on goals that improve our health, finances, and overall well-being. One resolution that deserves a spot at...

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