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Federal Transfer Tax Exemptions

What’s happening with the federal estate and gift tax?

"Backdoor" Roth IRA

In this article you can understand what qualifies as a "backdoor" Roth IRA contribution.

What happens to RMDs after death?

Do RMD's (Required Minimum Distributions) end after death?

National Make-A-Will Month

How important is it to have a will?

Taxes and Living Trusts

Does putting your investments into a living trust provide any tax advantages?

Retirement Distributions

A recent GAO survey discovers that many 401(k) plan participants do not understand their distribution choices or their tax consequences. File under Retirement Planning or with your Ask a Trust Officer collection if you keep them separated.

Fiduciaries

What does the Department of Labor’s new “fiduciary rule” for advisors mean for investors?

How to Value a Family Business

How does one determine the value of a business without having a willing buyer and willing seller?

Lost Pension

The Pension Benefit Guaranty Corporation now provides a mechanism to search for lost pension benefits.

Elderly Parents

Discover how a living trust can help those in the middle to later retirement years.

Working with a “Corporate Fiduciary”

Find out what makes the trust department different from other financial advisors...

Charitable Gift Annuity

What are they, and how did SECURE Act 2.0 affect them? 

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