Ask a Trust Officer

How do I determine if a yield rate is a good investment for me?

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

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

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

How important is it to have a will?

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

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.

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

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

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

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

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

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