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IRA Rollover Deadline Waiver

If you receive a distribution from an employer plan (such as when you change jobs or retire) and you don’t roll over the funds into an IRA or new plan within 60 days, you can lose these benefits.

Power of Attorney Abuse: What to Do?

A financial power of attorney can be a valuable estate planning tool, but is susceptible to abuse by scam artists, dishonest caretakers, or greedy relatives. Here's what to do.

5 Estate Planning Tips for the Sandwich Generation

The “sandwich generation” are people who find themselves caring for both their children and their parents at the same time. In some cases, this includes providing parents with financial support.

Charitable Tax Deductions & IRS Rules

If reducing your taxable estate is an important estate planning goal, making lifetime charitable donations can help achieve that goal and benefit your favorite organizations...

Why a Home Equity Line of Credit?

If you've been in your home a while and built up some equity (your home’s market value less your mortgage balance), it can be smart to use that equity to pay for home improvements or other needs.

6 Smart Uses for Your Tax Refund

If you are expecting, or recently received, a tax refund, consider using it to strengthen your personal balance sheet rather than spending it. Here's how.

Have You Taken State Estate Taxes Into Account?

The Tax Cuts and Jobs Act has doubled the federal gift and estate tax exemption, but it’s important to consider how state estate or inheritance taxes may affect your estate plan.

Tax Cuts & Jobs Act: How They Affect Estate Planning

Focusing specifically on estate tax law, the Tax Cuts and Jobs Act of 2017 doesn’t repeal the federal gift and estate tax. It does, however, affect the gift and estate tax exemption.

Gifting Cash Tax-Free with Annual Exclusion

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!

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.

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