Sandy Calbreath, Trust Officer

Losing a spouse is hard enough, but becoming a victim of financial exploitation is something no one should have to go through. This is the story of one of our clients who we helped out of exploitation through a keen-eyed investment advisor.

Stephen Trefts, President

It is heartbreaking to watch the elderly become victim of financial exploitation. In this article we explore what financial exploitation is, some red flags to identify when it is happening, and how to avoid it.

Stephen Trefts, President

After many years in the trust and estate management business, we have found that there are several common estate planning errors that will inevitably start a family war when it comes time to implement that plan.

Greg Bowman, CEO

Let us help you look good with your clients by helping you guide them through the 2021 estate planning efforts.

Sandy Calbreath, Trust Officer

The task of taking an estate through probate and estate settlement is often more than you might expect.

Sandy Calbreath, Trust Officer

After spending a lifetime building your estate, a “do-it-yourself” attempt at estate planning can result in a legacy of confusion. This is a brief story of one of our clients who left just such a legacy.