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Beware the GST Tax When Transferring Assets to Grandchildren

As you plan your estate, don’t overlook the generation-skipping transfer (GST) tax. Complexities surrounding its allocation can create several tax traps for the unwary.

Don't Overlook Tax Apportionment When Planning Your Estate

If you expect your estate to have a significant estate tax liability at your death, be sure to include a well-thought-out tax apportionment clause in your will or revocable trust.

July 2017 Investment Update

U.S. economic conditions rebounded in the second quarter. Real GDP grew at an annualized rate of 2.6% from April through June, following a first-quarter reading of just 1.2%

June 2017 Investment Update

The U.S. economy continues to expand at a steady pace, albeit a slow one. The overall employment picture continues to improve, with employers adding 138,000 jobs in May 2017.

Investment Overview: 2nd Quarter 2017

The U.S. economy continues to expand at a steady pace, albeit a slow one. According to the Bureau of Economic Analysis, U.S. Gross Domestic Product (GDP) grew by 1.4% in the first quarter of 2017.

Why Not to Live Within Your Means

We often hear the advice “Live within your means”, and we think of it as sound, prudent advice. However, there are certain situations which that advice becomes not only irrelevant, but problematic.

What's Your Risk Tolerance and Why Does It Matter?

Understanding your risk tolerance is one of the most important aspects of investing and something that takes a fair amount of “soul searching”. However, attempting to invest without that knowledge…is

May 2017 Investment Update

Market returns were generally positive in May, with strong corporate earnings backdrop and a strengthening economic outlook. Mid‐May political tensions led to a 46% spike in the CBOE Volatility Index.

Ask a Trust Officer: Tapping Retirement to Pay for College

Dear Trust Officer: Should I withdraw or borrow from my 401(k) plan to help pay for my child’s college expenses? See the response here.

Private Banking: Meet Jena Palmer

My passion for working was instilled within me at a young age. I set up lemonade stands every weekend to refresh the neighbors in the summer heat. I was a diligent Girl Scout cookie seller and I...

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