Join us for a senior relocation pro’s practical tips and inspiration to send you sorting through your belongings and undergoing your own rightsizing journey.
John Sutera, Senior Wealth Advisor for Union Bank & Trust in Omaha, takes a personal approach to serving clients. So much so, many of them consider him family.
If you’re looking for an easy way to transfer assets outside of probate, payable-on-death accounts might be right for you. Just beware of potential pitfalls.
