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Ask a Trust Officer: Dow High Can It Go?

The DJIA recently crossed the 24,000 mark for the first time. Investors are wondering, "How much higher can the stock market go?" Here's a look.

Bitcoin & Taxes

Bitcoin, the popular digital currency, went on a tear in 2017, rising in value by 900% in the first 11 months. More and more investors are taking notice. There are some tax implications to consider.

November 2017 Investment Update

U.S. Real Gross Domestic Product (GDP) grew at an unexpected pace of 3.0% in the third quarter, versus a 2.5% consensus estimate, marking the second consecutive quarter of GDP growth at or above 3.0%

Second Marriage? Update Your Estate Plan

If you’re in a second marriage or planning another trip down the aisle, it’s vital to review and revise (if necessary) your estate plan, for several reasons. Let's take a look.

The Write Stuff: a Letter of Instructions

When you draft an estate plan, the centerpiece is your will or living trust. But there’s still a place at the table for a “letter of instructions” to your heirs. Check it out...

Benefits of a Charitable Remainder Trust

If you’re charitably inclined but concerned about having sufficient income to meet your needs, a charitable remainder trust (CRT) may be the answer. A CRT allows you to support a favorite charity...

Safe Online Shopping for the Holidays

Whether you are avoiding the crowds at the mall, or scouring the internet for the best deals, safe online shopping for the holiday season continues to be a challenge. Here are a few online tips.

October 2017 Investment Update

U.S. Real Gross Domestic Product (GDP) grew at an unexpected pace of 3.0% in the third quarter, versus a 2.5% consensus estimate, marking the second consecutive quarter of GDP growth at or above 3.0%

Recap of Daniel O’Donnell at the Orpheum Theatre

On Wednesday, June 7, 2017, a group of 50 Festive FAIR travelers set out for Omaha. We had a full motor coach, a fearless driver, two fabulous FAIR representatives, and a fun evening ahead.

Dynasty Trusts Keep on Giving Long Into the Future

With a properly executed estate plan, your wealth can be enjoyed by your children and even their children. But did you know that by using a dynasty trust you can extend estate tax benefits?

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