5 Reasons for a Trust

5 Reasons for a Trust

by | Apr 25, 2019 | Trust & Wealth Management

A trust plays a crucial role in thoughtful estate planning. You might think that the doubling of the amount exempt from federal estate and gift tax ($11.4 million per person in 2019) would reduce the need for estate planning, given that so few families will now need...
3 Smart Ways to Use a HELOC Loan

3 Smart Ways to Use a HELOC Loan

by | Apr 24, 2019 | Mortgage

One of the great perks of home ownership is equity. A HELOC is a Home Equity Line of Credit that uses the equity in your home. Your home equity is the difference between your home’s value and the balance of your mortgage. Typically, HELOCs have a competitive loan rate...