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Gifting Cash Tax-Free with Annual Exclusion

Leslie Gibbens
December 14, 2017
Growing Your Wealth, Managing Your Money
The 2017 gift tax annual exclusion allows you to give up to $14,000 per recipient tax-free without using up any of your $5.49 million lifetime gift tax exemption. A great way to give at year-end!

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IRS Announces 2018 Retirement Plan Limits

Doug Koenig
December 11, 2017
Retiring Your Way, Growing Your Wealth
In October 2017 the IRS announced qualified retirement plan limits that will apply in 2018. Read on for more information.

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Ask a Trust Officer: Dow High Can It Go?

Leslie Gibbens
December 11, 2017
Growing Your Wealth, Managing Your Money
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.

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Bitcoin & Taxes

Doug Koenig
December 11, 2017
Growing Your Wealth, Managing Your Money
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.

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November 2017 Investment Update

December 05, 2017
Growing Your Wealth
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%

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Second Marriage? Update Your Estate Plan

Leslie Gibbens
November 10, 2017
Growing Your Wealth, Managing Your Money
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.

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The Write Stuff: a Letter of Instructions

Leslie Gibbens
November 10, 2017
Growing Your Wealth, Managing Your Money
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...

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Benefits of a Charitable Remainder Trust

Doug Koenig
November 10, 2017
Growing Your Wealth, Managing Your Money
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...

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Safe Online Shopping for the Holidays

November 06, 2017
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.

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October 2017 Investment Update

November 03, 2017
Growing Your Wealth
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%

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