529 Plans: A Promise for a Bright Future

Authored by Lisa G. Kewley, Senior Trust Advisor. As the tuition due date for fall semester is nearing, consider the benefits of investing in 529 plans early and to the maximum amount possible. Significant Advantages Tax Treatment: Earnings grow federal and state income tax-deferred, and withdrawals are tax-free at both levels when used for qualified […]

What Happens If I Can’t?

The rest of the question includes: manage my finances; make my own health care decisions; breathe on my own? If pondering the answers to these questions makes you uncomfortable, then keep reading. You probably haven’t taken the steps required to remain in control of your future if you become unable to communicate your wishes. Power […]