FDIC-Insured - Backed by the full faith and credit of the U.S. Government
Living will declaration
Lynne Chesley signed a living will in 2013 that stated she did not want to have her life extended by artificial means and designated her sister, Amy, as her proxy for making medical decisions should Lynne become incapacitated.
Retirement Savings
For those who failed to save for their retirement early in their careers, the tax code has long permitted age-based “catch-up” contributions to IRAs and 401(k).
Real estate contract signing
Chris Brown, a successful Australian stock trader, left his entire $12 million estate in trust for his daughter, Claire. However, the trust included two stipulations.
Eco friendly brown paper gift box for giving in special day
Mary was in the habit of advancing funds to her children as loans, then forgiving a portion of such loans each year in the amount of the gift tax annual exclusion.
Newspapers and Coffee on table.
Former Jones Dairy President Rick Lowry joins PremierBank's Board of Directors
Wooden blocks with the word IRA - individual retirement account. Tax-advantaged account that individuals use to save and invest for retirement. Business and finance concept
Once upon a time, there was no such thing as a tax break for individual retirement savings. That was before 1974, before the passage of the Employee Retirement Income Security Act (ERISA).
Happy family: mother, father, children son and daughter on nature on sunset
Estate planning is important for everyone, and the issues for blended families can be especially knotty. How can one be confident that one’s wishes for everyone will be implemented?
Back, hug or old couple on beach to relax with love, care or support on summer vacation in nature. Retirement, mature man or senior woman at sea or ocean to travel on holiday together looking at view
A recent survey from the Nationwide Retirement Institute suggests growing anxiety about retirement among those in the last decade of their careers.
Close-up Of A Businessperson's Hand Opening Envelope With Paycheck Over Wooden Desk
For business owners, before estate planning questions and issues of succession can be addressed, an accurate valuation is needed.
