Skip to content
close

All branches will be closed on July 4th in observance of Independence Day.

#investments Articles

See all articles arrow_forward

Who Needs an Estate Plan?

1 minute read Short answer: Everyone. It’s easy to try and convince ourselves that we don’t need an Estate Plan. But the reality is, we would all be better off if we were planning a little more for our future. You don’t need to be wealthy, or elderly or even have a specific amount in … Continued

Read More »

Middle Age Couple Traveling

What is Estate Planning?

1 minute read Estate Planning is simply the process of making it clearly known how you want your estate to be handled after you pass or if you’re incapacitated and unable to handle things on your own. The most common Estate Planning definition is — “the process of making plans for the management and transfer … Continued

Read More »

Older couple cooking.

What is the Difference Between a Will and Trust?

2 minute read A will lets you nominate guardians for kids and pets, designate where assets go, and specify final arrangements. A trust can provide greater control over when and how your assets are distributed. Trusts are often used to minimize or avoid probate entirely. (Probate is a legal process to distribute a deceased person’s … Continued

Read More »