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Funding Your Living Trust is the Key to Unlocking its Benefits

Revocable trusts offer significant benefits, including asset management (in the event you become incapacitated) and probate avoidance. But the benefits aren't available if you don’t fund the trust.

Create a Road Map for Your Estate Plan

In addition to your legal documents, it's wise to create a “road map” — an informal letter or other document that guides your family in understanding and executing your Estate Plan.

The Fast Track to Successful Student Debt Management

With so many people managing student loan debt, our friends at U-Fi are here to provide some helpful tips on how best to erase it as soon as possible.

Kolaches and Concerts: A Day in the Czech Capital | Saturday, April 13, 2019

This is not your ordinary trip to Wilber, and we promise a day you won’t soon forget. With two concerts, two meals, a wine-tasting and snacks, and kolaches for the road, you won’t find a better value.

February 2019 Market Recap

Most economic indications from February continued to show strength, allowing financial market participants confidence to push prices higher. All major indices posted positive results...

What You Need to Know About Filing Gift & Estate Tax Returns

Have you made substantial gifts of wealth to family members or are you the executor of the estate of a loved one who died recently? If so, you need to know if you must file a gift or estate tax return

The Importance of Substantiating Your 2018 Charitable Gifts

Donating to charity is a key estate planning strategy for many people. But the IRS could disallow a deduction, even if it’s legitimate, if you fail to follow substantiation requirements...

January 2019 Market Recap

January financial markets saw either a rebound in optimism or a willingness to bargain-hunt exhibited by investors, leading stocks to one of their strongest Januaries in history...